Phillip
Wilson
Hbks Wealth Advisors
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About this Advisor
Phillip Wilson is a financial advisor based out of Canfield, Ohio who has 23 years of industry experience. Wilson is on the advisory team at Hbks Wealth Advisors. During their career, Wilson has held roles at Hill, Barth & King, LLC, Hbk Sorce Advisory LLC, Hbk Sorce Brokerage LLC, Hbk Sorce Financial LLC and Hbk Sorce Insurance LLC. Wilson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Ohio and Pennsylvania. Hbks Wealth Advisors is a business that has its headquarters in Erie, PA. The investment advisory business has offices in 13 locations and a total of 95 people on staff. It controls $5 billion in total assets among its 15,664 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 15,664 client accounts, 18% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees largely are based on which service is provided. Fees charged by Hbks Wealth Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
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
- Publication of periodicals or newsletters
Phillip Wilson Work History
Phillip has been registered as a financial advisor for 23 years.*
Hbk Sorce Advisory LLC
Hbk Sorce Brokerage LLC
Hbk Sorce Financial LLC
Hbk Sorce Insurance LLC
Hill, Barth & King, 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 Phillip Wilson 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 Hbks Wealth Advisors
Erie, PA
Erie, PA
Philadelphia, PA
Erie, PA
Fredonia, NY
Naples, FL
Erie, PA
Warrendale, PA
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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