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Detailed Report
PAUL MICHAEL TAYLOR
Paul Taylor
CRD#: 4271434
IA
Investment Adviser
HBKS WEALTH ADVISORSCRD#: 112139 5121 Zuck Road
Erie, PA 16506
Registration History
2002200420062008201020122014201620182020202220242026IAHBKS WEALTH ADVISORS (CRD# 112139)2024 - Present (<1 year)IAHBK SORCE ADVISORY LLC (CRD# 112139)2001 - 2007 (5 years)
License(s)

State Registrations

IA
Pennsylvania 6/13/2024
Current Registration(s)
IA
HBKS WEALTH ADVISORS (CRD#:112139)
5121 Zuck Road, Erie, PA 16506
Registered with this firm since 6/13/2024
Previous Registration(s)
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IA
 09/12/2001 - 06/05/2007 HBK SORCE ADVISORY LLC (CRD#:112139) ERIE, PA
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www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.