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Lawrence Christopher Fiorella

Hbks Wealth Advisors

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About Lawrence Christopher Fiorella

Lawrence Fiorella is a financial advisor with Hbks Wealth Advisors. Lawrence has over 15 years of experience in the financial services industry. Lawrence is registered to provide investment advice in Florida, New York, Pennsylvania and Virginia. Lawrence holds the Series 66, Series 7, and SIE licenses. Lawrence is also a licensed insurance agent.

Firm Information

Lawrence Fiorella 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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Lawrence Fiorella’s Registration & Firm History

NY

09/26/2022 - Present

Hbks Wealth Advisors (Fredonia NY)

NY

11/05/2010 - 05/03/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDONIA NY)

NY

06/04/2007 - 11/08/2010

AMERIPRISE FINANCIAL SERVICES, INC. (FREDONIA NY)

VA

02/23/2006 - 05/08/2007

AXA ADVISORS, LLC (ROANOKE VA)

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Licenses & Designations

BOTH

Issued 05/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Lawrence Christopher Fiorella. Review regulatory record here.
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