Pks Investment Advisors LLC
Pks Investment Advisors LLC (CRD# 110147) is a financial advisory firm headquartered in Salisbury, MD. They manage $174,624,691 in 771 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts771ACCOUNTS
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Average Account Value$226,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
DE, FL, MD, NC, PA, TX, VA
William Booth (CRD# 2316671) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 31 years of experience in the finance industry.
Colton Hastings (CRD# 7070215) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 5 years of experience in the finance industry.
Michael Kleger (CRD# 4543475) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 24 years of experience in the finance industry.
Genevee Lekites (CRD# 5711953) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 14 years of experience in the finance industry.
Daniel O'connell (CRD# 5849151) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 13 years of experience in the finance industry.
John Stern (CRD# 4543500) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has over 24 years of experience in the finance industry.
Kyle Banks (CRD# 6367853) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Salisbury, MD and has 1 year of experience in the finance industry.
Samuel Lekites (CRD# 7881692) is an Investment Advisor Representative working at Pks Investment Advisors LLC in Ocean City, MD and has 1 year of experience in the finance industry.