Rebekah
Lacorte

Hbks Wealth Advisors

CRD#7050248
Investment Advisor
in Philadelphia, PA

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About this Advisor

Rebekah Lacorte is a financial advisor working out of Philadelphia, Pennsylvania who has 2 years of industry experience. Lacorte currently works for Hbks Wealth Advisors. Lacorte has gained experience at Hbks Wealth Advisors and Locust Capital Management. Lacorte has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Pennsylvania. Hbks Wealth Advisors is a firm based out of Erie, PA. The investment advisory business has offices in 13 locations and a total of 95 employees. It handles $5 billion in total assets between its 15,664 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 10 charitable organizations. Of its 15,664 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in investable assets. Hbks Wealth Advisors 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, selection of other advisers and publication of newsletters. Fees for financial management usually are based on the type of services provided. However, fees charged by Hbks Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Rebekah Lacorte Work History

Rebekah has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Hbks Wealth Advisors

2012 - 2017 (5 years)

Locust Capital Management

*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 Rebekah Lacorte 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
Christopher Hines
Philadelphia, PA
Brett Dusch
Warrendale, PA
Drew Deimel
Erie, PA
Jason Nunnery
Stuart, FL

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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