CA
CFP
CA
CFP

Christopher Paul Allegretti

9 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

Christopher is an insurance agent with HBK Sorce Insurance LLC since 2017, dedicating a few hours per week to insurance sales. He also works full-time as a registered representative with Purshe Kaplan Sterling Investments and as an investment advisor representative (IAR) with HBKS Wealth Advisors.

Employment History
Current Registrations
Hbks Wealth Advisors
October 2016 - Present · 9 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - Present · 9 yrs 7 mos
State Registrations15 states
CTFLGAINMAMEMIMTNCNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Paul Allegretti - Financial Advisor | TrueAdvisor