William Francis Casey
Investment adviser representative at Hbks Wealth Advisors
14 yearsExperience
4 statesRegistered in
$7.7BFirm assets
25 yearsFirm in business
Are you William Francis Casey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Hbks Wealth AdvisorsOct 2006 to now
- Locust Capital Management LLCJul 2009 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 4 states (CA, NJ, PA, TX).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2240707
- Firm CRD
- 112139