Advisor at Pks Investment Advisors Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pks Investment Advisors Llc
Location
Salisbury, MD 21804
Credentials
PFS™, Series 65
Industry experience
26 years
Up to 1.25% annually (negotiable, not to exceed 1.25%)
Commission compensation received from insurance product transactions.
$300 per hour for financial planning services.
Account minimum: $500,000 for fixed income portfolios
Pks Investment Advisors Llc
2020 - Present (6 years)
Pks & Company, P.A.
2020 - Present (6 years)
Pks Investment Advisors Llc
1999 - 2020 (21 years)
Pks & Company, P.A.
1985 - 2020 (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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