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Brian William Mallette

Hbks Wealth Advisors

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About Brian William Mallette

Brian Mallette is a financial advisor at Hbks Wealth Advisors and Park Shore Partners LLC. Brian has been in the industry since June 2008. Brian Mallette is licensed to provide financial services in Florida, Nebraska, and New Hampshire. Brian Mallette is a Certified Financial Planner. Brian Mallette's firm, Hbks Wealth Advisors, has over 75 investment advisor representatives and manages over $6 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations and individuals. The firm provides financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals.

Firm Information

Brian Mallette 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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Brian Mallette’s Registration & Firm History

FL

12/09/2015 - Present

Hbks Wealth Advisors (NAPLES FL)

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Licenses & Designations

IA

Issued 09/16/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian William Mallette.
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