George Sanders
Investment adviser representative at Hbks Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$7.7BFirm assets
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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
13 years in the industry.
- Hbks Wealth AdvisorsJan 2020 to now
- UnemployedJul 2019 to Jan 2020
- Freedom MortgageMay 2017 to Jul 2019
- OperDec 2016 to May 2017
- Washington University In St. LouisJun 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7332275
- Firm CRD
- 112139