Candice Mae Oakley
Investment adviser representative at Hbks Wealth Advisors
12 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 yearsFirm in business
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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
12 years in the industry.
- Hbks Wealth AdvisorsOct 2017 to now
- Locust Capital ManagementOct 2014 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6699838
- Firm CRD
- 112139