Candice Mae Oakley

Hbks Wealth Advisors

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Hbks Wealth Advisors

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

Location

Zuck Road Office Park, 5121 Zuck Road, Erie, PA, 16506

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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.

Employment History

Current Registrations

Hbks Wealth Advisors

July 2019 - Present · 6 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.