Unclaimed Profile

Brittany Lauren Taylor

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

SIE, Series 7, Series 7TO, Series 66CFPClean record23 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 4599159Firm CRD# 112139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brittany Lauren Taylor · ERIE, PA

Registration

CRD #4599159 · HBK SORCE ADVISORY LLC · 23 years registered

Brand Profile

Not yet started

Career History

HBKS WEALTH ADVISORS

Jul 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · July 31, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HBK SORCE ADVISORY LLC

CRD 112139 · SEC 801-60424

AUM

$6.5B

Regulatory assets under management

Employees

112

20,275 client accounts

Services offered by HBK SORCE ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HBK SORCE ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Brittany Lauren Taylor offer?

Brittany Lauren Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.

What are Brittany Lauren Taylor's credentials?

Brittany Lauren Taylor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brittany Lauren Taylor located?

Brittany Lauren Taylor is based in ERIE, Pennsylvania, working with HBK SORCE ADVISORY LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.

How does Brittany Lauren Taylor charge for services?

Brittany Lauren Taylor'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 HBK SORCE ADVISORY LLC?

HBK SORCE ADVISORY LLC has approximately 112 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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