PKS Investment Advisors LLC
Legal Name: PKS INVESTMENT ADVISORS LLC
Full Contact Details
PKS Investment Advisors LLC
1801 SWEETBAY DRIVE, SALISBURY, MD
410-546-5600
410-548-9576
Other Info
PKS Investment Advisors LLC, legally recognized as PKS INVESTMENT ADVISORS LLC, is a Maryland-based Limited Liability Company with 9 employees, all in advisory roles. The exact number of clients they serve is currently unknown, however their most recent SEC report from May 8, 2015, indicates their registration status as Approved.
PKS Investment Advisors LLC - Financial Planning with a Purpose
Established in 1999, PKS is an independent registered investment advisory firm, as such we adhere to a strict fiduciary standard and provide advice with your best interests in mind.
Direct Owners
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JOHN MICHAEL STERN
TREASURER owns less than 5%
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PKS & COMPANY, P.A.
OWNER owns 75% or more
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TIMOTHY ANTHONY GONZALES
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
JOHN MICHAEL STERN
OFFICER/SHAREHOLDER owns more than 25% but less than 50%
Firms Located Nearby
- Financial Concepts Unlimited Inc
- Truffle Hound Capital LLC
- Waypoint Wealth Management LLC
- AG Campbell Advisory LLC
- SC&H Financial Advisors Inc
- Reutemann Financial Solutions Inc
- BNB Wealth Management LLC
- Aegis Wealth Management LLC
- The L Warner Companies Inc
- LaSalle Investment Management Securities LLC