BT
CFP
BT
CFP

Brittany Lauren Taylor

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

235 West 6th Street, Erie, PA, 16507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brittany is an insurance agent with HBK Sorce Insurance, dedicating a few hours per week to this role. She also owns multiple rental properties and a holding company, but these are passive investments requiring minimal time.

Employment History
Current Registrations
Hbks Wealth Advisors
July 2003 - Present · 22 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - January 2021 · 12 yrs
Securities America, INC.Broker
September 2005 - January 2009 · 3 yrs 4 mos
Cap Pro Brokerage Services, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
State Registrations4 states
FLOHPATX
Advisor
Exams
No exam information available for this advisor.