PLEASE REVIEW IMPORTANT DISCLOSURE INFORMATION
HBK Sorce Advisory, LLC, dba HBKS® Wealth Advisors (“HBKS®”), is an SEC registered investment adviser headquartered in Erie, Pennsylvania. HBKS® and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which HBKS® maintains clients. HBKS® may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HBKS®’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HBKS®’ web site on the Internet should not be construed by any consumer and/or prospective client as HBKS®’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by HBKS® with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HBKS®, please contact the SEC or the state securities regulators for those states in which HBKS® maintains a notice filing. A copy of HBKS®’ current written disclosure statement discussing HBKS®’ business operations, services, and fees is available from HBKS® upon written request. HBKS® does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HBKS®’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by HBKS®) will be profitable or equal any historical performance level(s).
Certain portions of HBKS®’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, HBKS®’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from HBKS®, or from any other investment professional. HBKS® is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HBKS® is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of HBKS® by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
HBKS® Wealth Advisors is not a legal or accounting firm, and does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to HBKS®’ web site, to release and hold harmless HBKS®, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from HBKS®.
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY