Unclaimed Profile

William Francis Casey

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

Series 65Clean record16 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 2240707Firm CRD# 112139

Profile Verification

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

Identity

William Francis Casey · ERIE, PA

Registration

CRD #2240707 · HBK SORCE ADVISORY LLC · 16 years registered

Brand Profile

Not yet started

Career History

HBKS WEALTH ADVISORS

Oct 2017 – present

LOCUST CAPITAL MANAGEMENT LLC

Aug 2009 – Dec 2017

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2009

Years registered · 16

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 William Francis Casey offer?

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

What are William Francis Casey's credentials?

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

Where is William Francis Casey located?

William Francis Casey 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 William Francis Casey charge for services?

William Francis Casey'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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