![Jared Lane, financial advisor Erie PA](/img/ws/profile-blank-sq.png)
Jared Lane (CRD# 7195979) is an Investment Advisor Representative working at Equitable Advisors, LLC in Erie, PA and has 1 year of experience in the finance industry.
![Christopher Allegretti, financial advisor Erie PA](/img/ws/profile-blank-sq.png)
CRD# 6679950
Hbks Wealth Advisors
![Zachary Allegretti, financial advisor Erie PA](/img/ws/profile-blank-sq.png)
CRD# 6100972
Hbks Wealth Advisors
![Jason Alward, financial advisor Erie PA](/img/ws/profile-blank-sq.png)
CRD# 4843777
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors LLC | New York, NY | Apr 2024 - Current | < 1 |
Unemployed | Fairview, PA | Feb 2024 - Mar 2024 | < 1 |
Inspectiongo | Tyrone, PA | Nov 2023 - Feb 2024 | < 1 |
Vic Ai | New York, NY | Jun 2022 - Nov 2023 | 1 |
Maitri Medicinals | Pittsburgh, PA | Jun 2021 - Jun 2022 | 1 |
Solebury Trout | Stamford, CT | Nov 2020 - Jun 2021 | < 1 |
Pnc Financial Services Group, Inc. | Pittsburgh, PA | Sep 2018 - Nov 2020 | 2 |
K2 Intelligence | New York, NY | Sep 2017 - Aug 2018 | < 1 |
Pricewaterhousecoopers | New York, NY | Oct 2015 - Aug 2017 | 1 |
Penn State University | University Park, PA | Mar 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CO
- PA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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