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Andrew Walseth Purcell

Hbks Wealth Advisors

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About Andrew Walseth Purcell

Andrew Purcell is an investment advisor representative at HBKS Wealth Advisors. Andrew is a Registered Investment Advisor and holds the Series 7, 63, and 65 licenses. Andrew has been in the financial services industry since 1999. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Andrew is also a Chartered Financial Consultant.

Firm Information

Andrew Purcell is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Purcell’s Registration & Firm History

PA

11/13/2017 - Present

Hbks Wealth Advisors (Conshohocken PA)

PA

02/06/2002 - 12/03/2002

PHILADELPHIA INVESTORS, LTD. (PHILADELPHIA PA)

NY

08/11/1999 - 02/16/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Walseth Purcell.
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