Justin M. Victor
HSC WEALTH ADVISORS
Forest, VA 24551-4744
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CRD#: 4956987
Professional summary
Justin Miles Victor, CFP® is a registered financial advisor currently at HSC WEALTH ADVISORS located in Forest, Virginia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Our fees are based on the amount of investable assets we manage. Our clients pay, at most, 1% per year, with discounts at higher levels
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Entrepreneurs
Middle Income Client Needs
Real Estate Investments
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MEMBER OF DRV CONSTRUCTION; LYNCHBURG, VA; NON-INVESTMENT RELATED; WORKS APPROXIMATELY 1 HOUR/MONTH OUTSIDE OF TRADING HOURS.
PARTNER IN MONEYWISE PARTNERS, LLC; OWNS OFFICE BUILDING, MONEYWISE PARTNERS, LLC RECEIVES RENT FROM MONEYWISE, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Miles Victor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
August 20, 2008 - Present
HSC WEALTH ADVISORS
Office #1: 1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744RIA
CRD#: 105103
Forest, VA
Past
October 4, 2005 - August 8, 2008
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LYNCHBURG, VA
Past
August 24, 2005 - August 8, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LYNCHBURG, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HSC WEALTH ADVISORS
HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART
CRD#: 105103 / SEC#: 801-20812
RIA
Registered Investment Advisory firm - (3/16/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(8/20/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HSC WEALTH ADVISORS
HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART
CRD#: 105103 / SEC#: 801-20812
RIA
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Contact information
Main Address
1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744
Mailing Address
Phone number
(434) 316-9356
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,809 |
| AUM (Assets Under Management) | $ 410,029,787 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 02/28/2025 | ||
| 10/27/2023 | ||
| 01/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
