Christopher
Hines

Hbks Wealth Advisors

CRD#4354939
Investment Advisor
in Philadelphia, PA

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About this Advisor

Christopher Hines is a chartered financial analyst operating in Philadelphia, Pennsylvania with a total of 6 years of relevant experience. Hines works at Hbks Wealth Advisors. Throughout their career, Hines has worked at Hbks Wealth Advisors, Locust Capital Management and First Niagra. Hines holds a Series 63 license, designating them as a securities agent, and is able to operate in New Jersey and Pennsylvania. Hbks Wealth Advisors is a registered investment company based in Erie, PA. The firm has offices in 13 locations and a total of 95 employees. It administers $5 billion in total assets among its 15,664 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 15,664 client accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. Hbks Wealth Advisors performs a number of services, including 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. Fees charged by financial advisors are based on the financial services offered. Fees charged by Hbks Wealth Advisors most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

6 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1760 Market Street Suite 904
Philadelphia, PA 19103

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Hbks Wealth Advisors Brokerage Details

Total Assets Under Management

$4,991,756,194

PA Average: $15,833,994,310
Total Number of Employees

95

PA Average: 41
Total Number of Accounts

15,664

PA Average: 3,342
Average Account Size

$318,677

PA Average: $4,737,880

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

Christopher Hines Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Hbks Wealth Advisors

2016 - 2017 (1 year)

Locust Capital Management

2012 - 2016 (4 years)

First Niagra

*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 Christopher Hines 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

Rodrigo Diaz
Erie, PA
Brian Welsh
Philadelphia, PA
Steven Weryha
Erie, PA
Brett Dusch
Warrendale, PA
Rebekah Lacorte
Philadelphia, PA
Michael Ringler
Fredonia, 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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