RP
CFP
RP
CFP
Raymond Piccirillo is a CFP-designated registered investment advisor, based in Erie, PA, with 35 years of industry experience.
Location
235 West 6th Street, Erie, PA, 16507
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2012Closed-No Action
Customer Dispute
September 2008Closed-No Action
Customer Dispute
April 2005Settled
Other Business ActivitiesSells Insurance
Raymond is an investment advisor representative with HBK Sorce Advisory, LLC, dedicating full-time hours to this role. He is also an agent and president of HBK Sorce Insurance LLC, spending a few hours per week in this capacity, and has ownership stakes in several realty companies.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - Present · 17 yrs 8 mos
Hbks Wealth Advisors
June 2001 - Present · 25 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
October 2005 - January 2009 · 3 yrs 3 mos
Cap Pro Brokerage Services, INC.Broker
May 2001 - October 2005 · 4 yrs 5 mos
Royal Alliance Associates, INC.Broker
July 1995 - May 2001 · 5 yrs 10 mos
Ids Life Insurance CompanyBroker
October 1990 - July 1995 · 4 yrs 9 mos
American Express Financial Advisors INC.Broker
September 1990 - July 1995 · 4 yrs 10 mos
State Registrations8 states
FLILNJOHPATXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.