Gregory
Baldwin

Pks Advisory Services, LLC

CRD#1476397
Investment Advisor
in Clackamas, OR

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About this Advisor

Gregory Baldwin is a financial advisor working out of Clackamas, Oregon who has 7 years of industry experience. Baldwin is currently employed by Pks Advisory Services, LLC. Baldwin has gained experience at Fsic, Matrix Wealth Management, Inc, Purshe Kaplan Sterling Investments, Pks Advisory Services, LLC and Matrix Insurance & Benefits Solutions, Inc. Baldwin holds a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in California, Michigan and Oregon. Pks Advisory Services, LLC is an advisory firm that has its headquarters in Albany, NY. It has offices in 15 locations and a total of 46 advisors. It handles $725 million in assets under management across its 4,410 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 4,410 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a diverse set 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 for financial management usually depend on which services the firm provides the client. Fees charged by Pks Advisory Services, LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

7 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

8800 Se Sunnyside Rd Suite 213N
Clackamas, OR 97015

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Pks Advisory Services, LLC Brokerage Details

Total Assets Under Management

$725,246,094

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

46

OR Average: 88
Total Number of Accounts

4,410

OR Average: 3,892
Average Account Size

$164,455

OR 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

Gregory Baldwin Work History

Gregory has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Matrix Insurance & Benefits Solutions, Inc

2016 - Present (8 years)

Pks Advisory Services, LLC

2015 - Present (9 years)

Purshe Kaplan Sterling Investments

2012 - Present (12 years)

Matrix Wealth Management, Inc

2006 - 2014 (8 years)

Fsic

*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 Gregory Baldwin 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
Carl Kipper
Albany, NY
David Connors
Albany, NY
Jarrid Wilkinson
Albany, NY
James Lynch
Albany, NY
Steven Dolinski
Albany, NY
Sharone Hakman
Los Angeles, CA
John Ramirez
Spring, TX

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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