Sharone
Hakman

Pks Advisory Services, LLC

CRD#4167890
Investment Advisor
in Los Angeles, CA

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About this Advisor

Sharone Hakman is a financial advisor based in Los Angeles, California who has 11 years of relevant experience. Hakman is currently employed by Pks Advisory Services, LLC. Over the course of their career, they have held roles at Purshe Kaplan Sterling Investments and Pks Advisory Services, LLC. Hakman maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in California. Pks Advisory Services, LLC is an advisory business based in Albany, NY. The company has offices in 15 locations and a total of 46 advisors. It administers $725 million in total assets between its 4,410 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 4,410 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of services offered. Fee types billed by Pks Advisory Services, LLC most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Los Angeles, CA

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Pks Advisory Services, LLC Brokerage Details

Total Assets Under Management

$725,246,094

CA Average: $7,464,549,021
Total Number of Employees

46

CA Average: 88
Total Number of Accounts

4,410

CA Average: 3,892
Average Account Size

$164,455

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Sharone Hakman Work History

Sharone has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Purshe Kaplan Sterling Investments

2012 - Present (12 years)

Pks Advisory Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sharone Hakman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pks Advisory Services, LLC

Alexander Butters
Santa Monica, CA
James Lynch
Albany, NY
Jarrid Wilkinson
Albany, NY
David Connors
Albany, NY
Steven Dolinski
Albany, NY
Carl Kipper
Albany, NY
Sharone Hakman
Los Angeles, CA
Lisa Reid
Albany, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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