Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Royse City, TX
Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.
Based on Hackberry Capital Management
15% of the increase in a Client’s net assets annually, subject to a high water mark, charged only to Qualified Investors who elect this fee.
Account minimum: The brochure states that minimum amounts may be set by offering documents or advisory agreements and may be waived by the Adviser; no specific dollar minimum is stated, so return null.
Royse City, TX
Royse City TX
Advisors at this office
1
Texas
9 years of industry experience
L3 Technologies
2012 - Present • 14 years
Greenville, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lucas, TX
Abbington Wells LLC.
William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.
Series 65
Garland, TX
Hyvorian Financial
Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.
Series 65
Rockwall, TX
Blanck Financial
Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.
CFP®, Series 63, Series 65
Greenville, TX
Financial Lifestyle Management
Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.
Series 65
Wylie, TX
Prime Personal Finance
Nathaniel Gardner is a financial advisor at Prime Personal Finance in Wylie, TX, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at Wayfair for five years and NetScout for seven years, with a professional background in computer science and software engineering. Prime Personal Finance offers financial planning, ongoing review, and education tailored to individuals and households through monthly virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds with established track records, adjusts asset allocation based on client goals and risk tolerance, and operates on a fixed monthly fee without commission or performance-based compensation.
Series 63, Series 66
Rockwall, TX
Rockwall Wealth Advisors
Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.
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