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Genevee Geneva Lekites

PKS INVESTMENT ADVISORS LLC·SALISBURY, Maryland
Series 65Clean record16 years registeredPKS INVESTMENT ADVISORS LLC
1801 SWEETBAY DRIVE, SALISBURY, MD 21804CRD# 5711953Firm CRD# 110147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Genevee Geneva Lekites · SALISBURY, MD
Registration
CRD #5711953 · PKS INVESTMENT ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

PKS INVESTMENT ADVISORS LLC
Sep 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 8, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PKS INVESTMENT ADVISORS LLC
CRD 110147 · SEC 801-96235
AUM
$175M
Regulatory assets under management
Employees
9
771 client accounts
Services offered by PKS INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PKS INVESTMENT ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Genevee Geneva Lekites offer?
Genevee Geneva Lekites specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALISBURY, Maryland for a consultation.
What are Genevee Geneva Lekites's credentials?
Genevee Geneva Lekites is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Genevee Geneva Lekites located?
Genevee Geneva Lekites is based in SALISBURY, Maryland, working with PKS INVESTMENT ADVISORS LLC. Their office serves clients in the SALISBURY metropolitan area and surrounding communities.
How does Genevee Geneva Lekites charge for services?
Genevee Geneva Lekites's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PKS INVESTMENT ADVISORS LLC?
PKS INVESTMENT ADVISORS LLC has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PKS INVESTMENT ADVISORS LLC

Timothy Anthony Gonzales
SALISBURY, MD
CFP
Daniel Michael O'connell
SALISBURY, MD
William Edwin Booth
SALISBURY, MD
John Michael Stern
SALISBURY, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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