Blair
Hefkin
Invested Advisors
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About this Advisor
Blair Hefkin is a financial advisor based in State College, Pennsylvania, working with Invested Advisors. Blair has previously held positions at Sullivan Steak House, Liberty Sport, Home Advisor, H. Beck, Inc, and Kristen Coombs Financial Advisors. Blair has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Blair is part of Invested Advisors, which operates out of State College, Pennsylvania. The firm has 4 employees and manages assets totaling $190.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Invested Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invested Advisors Brokerage Details
$190,685,149
4
512
$372,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Blair Hefkin Work History
Kristen Coombs Financial Advisors
H. Beck, Inc
Home Advisor
Liberty Sport
Sullivan Steak House
Disclosures
Please visit the SEC profile of Blair Hefkin 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 Invested Advisors
State College, PA
State College, PA
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