Robin Lynn Roberts
Investment adviser representative at Hbks Wealth Advisors
24 yearsExperience
2 statesRegistered 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
24 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2009 to now
- Hbks Wealth AdvisorsJun 2003 to now
- Hbk Sorce Advisory LLCDec 2002 to now
- Hbk Sorce Financial LLCDec 2002 to now
- Hbk Sorce Insurance LLCDec 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 4630251
- Firm CRD
- 112139