Profil
Phillip D.
Hanks is the founder of Black Oak Wealth Management LLC (founded in 2016) and Parabla LLC (founded in 2023, where he currently holds the title of Managing Member).
He previously held Principal positions at Broker Dealer Financial Services Corp.
(2015-2016) and Investment Advisors Asset Management LLC (2015-2016).
Mr. Hanks received an undergraduate degree from The University of North Carolina at Greensboro in 2006.
Postes actifs de Phillip Hanks
| Sociétés | Poste | Début |
|---|---|---|
Parabla LLC
 Parabla LLC Investment ManagersFinance Parabla LLC provides investment advice. The private company is based in Oak Ridge, NC. The company was founded in 2023 by Phillip D. Hanks. Phillip D. Hanks has been the CEO since 2023. | Directeur Général | 01/01/2023 |
Anciens postes connus de Phillip Hanks
| Sociétés | Poste | Fin |
|---|---|---|
Black Oak Wealth Management LLC
 Black Oak Wealth Management LLC Investment ManagersFinance Black Oak Wealth Management LLC is an investment firm that aims to provide a unique approach to investing. Black Oak Wealth Management is based in Phoenixville, PA. The private company prioritizes exceptional client experience and personalized consulting services to build and protect their client's wealth. The company's investment philosophy focuses on risk management and balances investment opportunities across geographies and asset classes. The company does not have mandates to stay fully invested in the market. | Corporate Officer/Principal | 01/12/2022 |
Investment Advisors Asset Management LLC
 Investment Advisors Asset Management LLC Investment ManagersFinance Investment Advisors Asset Management LLC (IAAM) is an independent investment advisory firm headquartered in Easton, Pennsylvania. IAAM was founded in 2004 and primarily provides investment services to individuals, but may also provide advice to pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | 01/04/2016 |
Broker Dealer Financial Services Corp.
 Broker Dealer Financial Services Corp. Financial ConglomeratesFinance Broker Dealer Financial Services Corp. provides financial advisory services. It specializes in alternative investments, insurance, advisory, and brokerage. The company was founded on September 14, 1979 and is headquartered in West Des Moines, IA. | Corporate Officer/Principal | 01/04/2016 |
Formation de Phillip Hanks
| The University of North Carolina at Greensboro | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Broker Dealer Financial Services Corp.
Broker Dealer Financial Services Corp. Financial ConglomeratesFinance Broker Dealer Financial Services Corp. provides financial advisory services. It specializes in alternative investments, insurance, advisory, and brokerage. The company was founded on September 14, 1979 and is headquartered in West Des Moines, IA. | Finance |
Investment Advisors Asset Management LLC
Investment Advisors Asset Management LLC Investment ManagersFinance Investment Advisors Asset Management LLC (IAAM) is an independent investment advisory firm headquartered in Easton, Pennsylvania. IAAM was founded in 2004 and primarily provides investment services to individuals, but may also provide advice to pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Black Oak Wealth Management LLC
Black Oak Wealth Management LLC Investment ManagersFinance Black Oak Wealth Management LLC is an investment firm that aims to provide a unique approach to investing. Black Oak Wealth Management is based in Phoenixville, PA. The private company prioritizes exceptional client experience and personalized consulting services to build and protect their client's wealth. The company's investment philosophy focuses on risk management and balances investment opportunities across geographies and asset classes. The company does not have mandates to stay fully invested in the market. | Finance |
Parabla LLC
Parabla LLC Investment ManagersFinance Parabla LLC provides investment advice. The private company is based in Oak Ridge, NC. The company was founded in 2023 by Phillip D. Hanks. Phillip D. Hanks has been the CEO since 2023. | Finance |
