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William John Chase

Hbks Wealth Advisors

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About William John Chase

William Chase is a financial advisor with Hbks Wealth Advisors. He provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. William has been a financial advisor since 2014. He holds the Series 7, Series 66, and SIE licenses. He is a Certified Financial Planner™. William is committed to providing his clients with personalized advice and investment solutions to help them achieve their financial goals.

Firm Information

William Chase 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 Chase’s Registration & Firm History

FL

07/27/2023 - Present

Hbks Wealth Advisors (Sarasota FL)

FL

05/01/2020 - 11/02/2020

PURSHE KAPLAN STERLING INVESTMENTS (Sarasota FL)

FL

03/27/2014 - 02/13/2020

MML INVESTORS SERVICES, LLC (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 08/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William John Chase.
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