Victoria Castoria Avila
Investment adviser representative at Hbks Wealth Advisors
11 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
11 years in the industry.
- Hbk Sorce Insurance LLCSep 2025 to now
- Hbks Wealth AdvisorsMar 2023 to now
- UnemployedAug 2022 to Mar 2023
- Florida Gulf Coast UniversityAug 2020 to Aug 2022
- Mertz TaggartAug 2020 to May 2022
- Florida Southwestern Community CollegeAug 2019 to Aug 2020
- UnemployedMay 2019 to Aug 2019
- Palm Beach State CollegeAug 2018 to May 2019
- West Boca Raton Community High SchoolAug 2017 to May 2019
- UnemployedMay 2017 to Aug 2017
- Barron Collier High SchoolAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7716817
- Firm CRD
- 112139