Brandon
Barba
Pks Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Barba is a financial advisor who works out of Albany, New York with a total of 1 year of industry experience. Barba works at Pks Advisory Services, LLC. During their career, Barba has held roles at West Genesee Csd, Axa Advisors, Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Barba holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Pks Advisory Services, LLC is a firm operating out of Albany, NY. The firm has offices in 15 locations and a total of 46 financial advisors. It administers $725 million in total assets across its 4,410 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 4,410 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Pks Advisory Services, LLC performs 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. A financial advisor's fee schedules vary depending on which service is offered. However, fees charged by Pks Advisory Services, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pks Advisory Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$725,246,094
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
46
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,410
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$164,455
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
Brandon Barba Work History
Brandon has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Axa Advisors
Equitable Advisors, LLC
West Genesee Csd
*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 Brandon Barba 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
Santa Monica, CA
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Los Angeles, CA
Albany, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)