Sharone Hakman
Sharone Hakman is a registered investment advisor at Pks Advisory Services, LLC, based in Los Angeles, CA, with 24 years of industry experience. Sharone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
Los Angeles, CA
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Regulatory History (5)
Customer Dispute
June 2011Customer Dispute
February 2009Customer Dispute
November 2008Customer Dispute
August 2007Customer Dispute
July 2005Other Business Activities
Sharone is the CEO of Chefhak Inc., a food and grocery manufacturer, dedicating about half of their time to this role. Sharone also works as an Investment Advisor Representative (IAR) for PKSA, a Registered Investment Advisor (RIA), dedicating nearly full-time hours.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Brokersxpress LLC
Brokersxpress LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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.