Unclaimed Profile

Phillip Lyle Wilson

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

SIE, Series 7, Series 24, Series 28, Series 66, Series 99TOClean record25 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 4174683Firm CRD# 112139

Profile Verification

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

Identity

Phillip Lyle Wilson · ERIE, PA

Registration

CRD #4174683 · HBK SORCE ADVISORY LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HBK SORCE ADVISORY LLC

HBKS WEALTH ADVISORS

Nov 2000 – Dec 2024

CANFIELD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 66

Series 99TO

Registration record

First registered · November 28, 2000

Years registered · 25

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 Phillip Lyle Wilson offer?

Phillip Lyle Wilson specializes in Financial Planning, Investment Management, Wealth Management.

What are Phillip Lyle Wilson's credentials?

Phillip Lyle Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Lyle Wilson located?

Phillip Lyle Wilson is based in ERIE, Pennsylvania, last registered with HBK SORCE ADVISORY LLC.

How does Phillip Lyle Wilson charge for services?

Phillip Lyle Wilson'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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