Profilo
Mr. Christopher N.
Sorce is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He directs a team of ten professionals, including five certified financial planners to provide the highest level of service to each of their clients.
He co-founded the firm March 2001.
Mr. Sorce began his career as a financial advisor in 1976, joining the firm in his hometown of Erie, Pennsylvania, where his father had been advising clients since 1950.
He continued with the firm after its acquisition by American Express Financial Advisors.
In 1986, he moved from Erie to Washington D.C.
to serve as managing principal of the American Express Financial Advisors office.
It was there that he developed a passion for a more objective, independent approach to advising his clients, free of the product bias typical of large institutional firms.
In 1994, he returned to Erie, where his brother Gregory Sorce was also working with American Express Financial Services.
The brothers purchased the historic Wright House in downtown Erie and began serving clients as Sorce Financial Group in January 1995.
Five years later, after distinguishing themselves with their commitment to personal financial planning and independent approach to investing, Hill, Barth & King LLC, one of the largest, most prestigious CPA firms in the country, approached the brothers to partner with the accounting firm and provide wealth management services.
Mr. Sorce earned his Bachelor of Arts degree from Boston University.
He earned the designation of Certified Financial Planner in 1983.
Posizioni attive di Chris Sorce
Società | Posizione | Inizio |
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HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Fondatore | 01/03/2001 |
Formazione di Chris Sorce
Boston University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |
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