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Keith + B Hawk - Financial Advisor in Easton, PA

Paladin Research Report For:

Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300
Easton, PA 18042
610-500-5000

General Information

Firm Start Year
  • 2000
No.of Employees
  • 2-4
CRD#
  • 3069413
Firm CRD#
  • 144434
States Licensed in
  • NJ and PA
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 22
Work Experience
  • 20+
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Tax Advice and Services, Estate Planning & Trusts

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • Accredited Asset Management Specialist (AAMS®), AAMS®
Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Long Term Care, Health, Annuity, Life

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Based on Assets

Education

Bachelor of Science - Business/Finance - Finance
  • Trenton State College
    08/01/1995 - 05/01/1999

BASIC INFORMATION NEEDED FOR THE INQUIRY