HH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
Fee Structure
This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
Lubbock, TX
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hatley is involved in farm and land management for multiple entities, including Harrell Farms LTD and Zea Mays, Inc. He is also an independent licensed insurance agent and a registered representative and investment advisor representative of Crescent Securities Group, Inc. and Harrell Investments LLC.
Employment History
Current Registrations
Crescent Advisor Group, INC.
July 2019 - Present · 6 yrs 6 mos
Crescent Securities Group, INC.
January 2019 - Present · 7 yrs
Crescent Securities Group, INC.Broker
January 2019 - Present · 7 yrs
Hj Harrell Investments
January 2019 - Present · 7 yrs
Previous Registrations
Lowell Wealth Management
December 2003 - September 2019 · 15 yrs 9 mos
Lowell & Company, INC.Broker
July 2003 - September 2019 · 16 yrs 2 mos
R O I Wealth Management
October 2002 - June 2003 · 8 mos
State Registrations3 states
CAINTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.