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Hatley Joe Harrell

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
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Location

Lubbock, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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 7 mos
Crescent Securities Group, INC.
January 2019 - Present · 7 yrs 1 mo
Crescent Securities Group, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Hj Harrell Investments
January 2019 - Present · 7 yrs 1 mo
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.