Pks Investment Advisors LLC

Pks Investment Advisors LLC (CRD# 110147) is a financial advisory firm headquartered in Salisbury, MD. They manage $174,624,691 in 771 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $226,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, PA, TX, VA

Financial Advisors at Pks Investment Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
William E. Booth
CRD#: 2316671
1801 Sweetbay Drive, Salisbury, MD 21804

William Booth (CRD# 2316671) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 31 years of experience in the finance industry.

2
Colton J. Hastings
CRD#: 7070215
1801 Sweetbay Drive, Salisbury, MD 21804

Colton Hastings (CRD# 7070215) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 5 years of experience in the finance industry.

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

Michael Kleger (CRD# 4543475) 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.

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

Genevee Lekites (CRD# 5711953) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 14 years of experience in the finance industry.

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

Daniel O'connell (CRD# 5849151) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 13 years of experience in the finance industry.

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

John Stern (CRD# 4543500) 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.

7
Kyle M. Banks
CRD#: 6367853
1801 Sweetbay Drive, Salisbury, MD 21804

Kyle Banks (CRD# 6367853) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has 1 year of experience in the finance industry.

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