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William Francis Casey

Hbks Wealth Advisors

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About William Francis Casey

William Francis Casey is an investment advisor representative at Hbks Wealth Advisors. William is registered with the state of California, New Jersey, Pennsylvania and Texas. William has been in the financial industry since 2006 and has his Series 65 license. William's professional experience includes time at Locust Capital Management LLC and Hbks Wealth Advisors. William specializes in providing financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. William is a member of Wyndmoor Properties, LLC, HBK Fort Myers Realty, LLC, HBK Erie Realty, LLC, HBK Hermitage Realty, LLC, HBK Meadville Realty, LLC, and HBK Financial Holdings.

Firm Information

William Casey 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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William Casey’s Registration & Firm History

PA

11/09/2017 - Present

Hbks Wealth Advisors (Conshohocken PA)

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Licenses & Designations

IA

Issued 08/20/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Francis Casey.
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