Financial ADVSR advisor directory · SEC adviser records
Pks Investment Advisors LLC financial advisors in Salisbury, MD
Every SEC-registered investment adviser representative at a Pks Investment Advisors LLC office in Salisbury, A to Z.
The short answer
7 registered advisors work at Pks Investment Advisors LLC in Salisbury, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Pks Investment Advisors LLC advisors in Salisbury, A to Z
Every Pks Investment Advisors LLC advisor →- Kyle M. BanksCertified Financial Planner
- William E. BoothInvestment adviser rep
- Colton J. HastingsCertified Financial Planner
- Genevee G. LekitesCertified Financial Planner
- Samuel M. LekitesInvestment adviser rep
- Daniel M. O'ConnellPersonal Financial Specialist
- John M. Stern Jr.Personal Financial Specialist
Pks Investment Advisors LLC advisors in every city and state →Pks Investment Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Salisbury
All Salisbury advisors →Cetera Investment Advisers LLC 14LPL Financial LLC 12Morgan Stanley 7Edward Jones 6Wealthspire Advisors 5State Farm Investment Management Corp. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Pks Investment Advisors LLC have in Salisbury?
7 investment adviser representatives are registered at Pks Investment Advisors LLC offices in Salisbury, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Pks Investment Advisors LLC one of the largest advisor employers in Salisbury?
Pks Investment Advisors LLC ranks number 4 in Salisbury by registered advisors; Cetera Investment Advisers LLC has the most, with 14.
How do I check a Pks Investment Advisors LLC advisor in Salisbury?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pks Investment Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.