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Richard Charles Morrow

Hbks Wealth Advisors

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About Richard Charles Morrow

Richard Morrow is a financial advisor with Hbks Wealth Advisors, a firm providing investment advice. Richard is based in CANFIELD, OH. Richard is a Certified Financial Planner. Richard has been a financial advisor since 1994. Richard specializes in providing financial advice to individuals, businesses, and trusts.

Firm Information

Richard Morrow 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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Richard Morrow’s Registration & Firm History

OH

08/14/2001 - Present

Hbks Wealth Advisors (CANFIELD OH)

OH

01/02/2009 - 01/05/2021

PURSHE KAPLAN STERLING INVESTMENTS (Canfield OH)

OH

09/30/2005 - 01/07/2009

SECURITIES AMERICA, INC. (BOARDMAN OH)

OH

11/30/2000 - 10/05/2005

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 07/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Charles Morrow.
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