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Christopher James Hines

Investment adviser representative at Hbks Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFADesignation
$7.7BFirm assets

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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

10 years in the industry.

  1. Hbks Wealth AdvisorsOct 2017 to now
  2. Locust Capital ManagementApr 2016 to Dec 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
4354939
Firm CRD
112139
Advisor's SEC record (opens in a new tab)
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