Rodrigo Diaz
Investment adviser representative at Hbks Wealth Advisors
13 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2020 to now
- Hbk Sorce Insurance LLCSep 2020 to now
- Hbks Wealth AdvisorsOct 2019 to now
- Mckinley Carter Wealth Services, Inc.Jan 2013 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387578
- Firm CRD
- 112139