Pks Investment Advisors LLC

Pks Investment Advisors LLC (CRD# 110147) is a financial advisory firm headquartered in Salisbury, MD. They manage $127,281,033 in 656 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $194,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, TX

Financial Advisors at Pks Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Timothy A. Gonzales
CRD#: 4994930
1801 Sweetbay Drive, Salisbury, MD 21804
96
Wealthminder
score

Timothy Gonzales (CRD# 4994930) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 12 years of experience in the finance industry. Timothy Gonzales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William E. Booth
CRD#: 2316671
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

William Booth (CRD# 2316671) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 24 years of experience in the finance industry.

3
Michael C. Kleger
CRD#: 4543475
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

Michael Kleger (CRD# 4543475) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 17 years of experience in the finance industry.

4
Genevee G. Lekites
CRD#: 5711953
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

Genevee Lekites (CRD# 5711953) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 8 years of experience in the finance industry.

5
Daniel M. O'connell
CRD#: 5849151
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

Daniel O'connell (CRD# 5849151) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 7 years of experience in the finance industry.

6
John M. Stern
CRD#: 4543500
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

John Stern (CRD# 4543500) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 17 years of experience in the finance industry.

7
Steven E. Sweigert
CRD#: 5587426
1801 Sweetbay Drive, Salisbury, MD 21804
93
Wealthminder
score

Steven Sweigert (CRD# 5587426) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 9 years of experience in the finance industry.

8
Norman L. Myers
CRD#: 5940147
12308 Ocean Gateway, Suite 5, Ocean City, MD 21842
90
Wealthminder
score

Norman Myers (CRD# 5940147) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Ocean City, MD and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.