CK
CK

Christine Ann Kujan

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

235 West 6th Street, Erie, PA, 16507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christine is affiliated with HBK Sorce Advisory LLC and Purshe Kaplan Sterling Investments as a non-producing registered representative. She also co-owns rental properties and provides assistance to producing agents at HBK Sorce Insurance LLC for a few hours per week.

Employment History
Current Registrations
Hbks Wealth Advisors
July 2010 - Present · 15 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
August 2008 - December 2008 · 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christine Ann Kujan - Financial Advisor | TrueAdvisor