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Christopher James Hines

Hbks Wealth Advisors

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About Christopher James Hines

Christopher Hines is a financial advisor with Hbks Wealth Advisors. Christopher has been in the financial services industry since 2001 and has a broad range of experience in helping clients achieve their financial goals. Christopher holds Series 3, 7, and 55 licenses as well as the Series 63 exam. He is also a Chartered Financial Analyst. Christopher works with individuals, families, and businesses to develop comprehensive financial plans that address their unique needs. He is committed to providing personalized service and building long-term relationships with his clients.

Firm Information

Christopher Hines 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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Christopher Hines’s Registration & Firm History

PA

10/06/2017 - Present

Hbks Wealth Advisors (Conshohocken PA)

NY

12/05/2001 - 08/16/2006

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2003

Series 3 - National Commodity Futures Examination

BC

Issued 08/20/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Hines.
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