Unclaimed Profile

Gerald William Hall

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 6514 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 2566131Firm CRD# 112139

Profile Verification

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

Identity

Gerald William Hall · ERIE, PA

Registration

CRD #2566131 · HBK SORCE ADVISORY LLC · 14 years registered

Brand Profile

Not yet started

Career History

HBKS WEALTH ADVISORS

Jul 2016 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 2011 – May 2016

FREDONIA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · November 9, 2011

Years registered · 14

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Gerald William Hall offer?

Gerald William Hall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.

What are Gerald William Hall's credentials?

Gerald William Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald William Hall located?

Gerald William Hall 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 Gerald William Hall charge for services?

Gerald William Hall'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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