Robin
Roberts
Hbks Wealth Advisors
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About this Advisor
Robin Roberts is a financial advisor working in Canfield, Ohio with 20 years of industry experience. Roberts currently works for Hbks Wealth Advisors. Throughout their career, Roberts has worked at Hbk Sorce Financial LLC, Hbk Sorce Insurance LLC, Hbk Sorce Advisory LLC and Purshe Kaplan Sterling Investments. Roberts holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio and Pennsylvania. Hbks Wealth Advisors is a financial advisory firm headquartered in Erie, PA. The investment advisory business has offices in 13 locations and a total of 95 people on staff. It handles $5 billion in assets under management between its 15,664 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 15,664 accounts, 18% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a broad assortment 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. Financial management fees usually vary depending on which services are offered. However, fees charged by Hbks Wealth Advisors can be comprised of any blend 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
Robin Roberts Work History
Robin has been registered as a financial advisor for 20 years.*
Purshe Kaplan Sterling Investments
Hbk Sorce Financial LLC
Hbk Sorce Insurance LLC
Hbk Sorce Advisory 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 Robin Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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