William Michael Lofley
Investment adviser representative at Hbks Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Hbks Wealth AdvisorsApr 2023 to now
- Flamingo Tax Consulting, LLCJan 2019 to now
- Castle Wealth ManagementJul 2021 to Apr 2023
- Mari Huff Cpa PaMar 2020 to Jun 2021
- Tax Savings ProfessionalsOct 2018 to Mar 2020
- Spicer Jeffries, LLPOct 2017 to Oct 2018
- Loden, Fraze & AssociatesDec 2016 to Oct 2017
- Berger, Toombs, Elam, Gains & Frank CpasDec 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7410187
- Firm CRD
- 112139