Unclaimed Profile

Justin Miles Victor

MONEYWISE INC·FOREST, Virginia

Series 7, Series 66Clean record20 years registeredMONEYWISE INC

1563 CROSSINGS CENTRE DRIVE, FOREST, VA 24551-4744CRD# 4956987Firm CRD# 105103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Miles Victor · FOREST, VA

Registration

CRD #4956987 · MONEYWISE INC · 20 years registered

Brand Profile

Not yet started

Career History

HSC WEALTH ADVISORS

Aug 2008 – present

AXA ADVISORS, LLC

Oct 2005 – Aug 2008

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 4, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONEYWISE INC

CRD 105103 · SEC 801-20812

AUM

$358M

Regulatory assets under management

Employees

1,703 client accounts

Services offered by MONEYWISE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MONEYWISE INC →

Introduction

Speak with Justin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Justin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FOREST?

Browse all registered financial advisors in FOREST, Virginia or claim this profile if it's yours.

Browse FOREST Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Justin Miles Victor offer?

Justin Miles Victor specializes in Financial Planning, Investment Management. Contact their office in FOREST, Virginia for a consultation.

What are Justin Miles Victor's credentials?

Justin Miles Victor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Miles Victor located?

Justin Miles Victor is based in FOREST, Virginia, working with MONEYWISE INC. Their office serves clients in the FOREST metropolitan area and surrounding communities.

How does Justin Miles Victor charge for services?

Justin Miles Victor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONEYWISE INC?

MONEYWISE INC has approximately 8 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →