user avatar

John Riley

Advisor at Cornerstone Investment Services

Updated today

Client services

Based on Cornerstone Investment Services

Financial planning Portfolio management

Expertise

Based on Cornerstone Investment Services

Options & derivatives strategies Real estate investing

Fee options

Percentage

$0.00 - $500,000: 2.00% $500,000 - $749,999: 1.95% $750,000 - $999,999: 1.70% $1,000,000 - $1,999,999: 1.60% $2,000,000 - $2,999,999: 1.50% $3,000,000 - $4,999,999: 1.40% $5,000,000+: 1.35%

Project-based

$100 to $250 per hour, negotiable

Other

Account minimum: $100,000 for discretionary wrap-fee accounts; $10,000 for non-discretionary wrap-fee accounts (both negotiable)

Location

Nevada, TX

Most active in

Rhode Island · Texas

Work history

Cornerstone Investment Services

2026 - Present (1 year)

Integrity Risk Management LLC

2024 - Present (2 years)

Cavendar Nissan of Rockwall

2023 - 2023 (1 year)

Self-Employed

2022 - 2023 (1 year)

McGavock Allstate Agency

2021 - 2022 (1 year)

TruGreen

2021 - 2021 (1 year)

Self-Employed

2020 - 2021 (1 year)

U-Haul

2020 - 2020 (1 year)

Chick-Fil-A

2016 - 2020 (4 years)

High School

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

William Kell is a financial advisor at Abbington Wells LLC in Lucas, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Abbington Wells since 2011. Abbington Wells primarily serves individual clients while also managing corporate, trust, and institutional accounts, offering portfolio management and various financial planning services. The firm employs asset-allocation strategies combining passive and active investments, using multiple analytical methods, and supports a range of approaches including options and leverage.

College savings (529s, UTMA, etc.) General retirement planning General tax planning
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Temitayo I

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.

Charitable giving & philanthropy Cash flow / budgeting Religious/faith focused
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Muhammad U

Series 65

Plano, TX

Crescent Investment Solutions LLC

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC with a Series 65 credential and one year of industry experience. Prior to founding his advisory firm, he held various roles at Microsoft and other technology companies. In addition to his advisory work, he is employed full-time as a Digital Technology Specialist at Microsoft. Crescent Investment Solutions LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm employs a variety of analytical methods and combines long- and short-term trading strategies across multiple asset classes, focusing on individualized advisory relationships rather than pooled or institutional mandates.

Wealth management General retirement planning College savings (529s, UTMA, etc.) General tax planning
user avatar

John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
user avatar

William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
user avatar

Daniel H

Series 65, Series 66

Parker, TX

DH Asset Management, LLC

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Active portfolio management
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