William Travis Mckinney
Investment adviser representative at Hb Wealth
16 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Hb WealthNov 2022 to now
- Hb Wealth Management, LLCOct 2022 to now
- Gratus Capital, LLCJun 2019 to Sep 2022
- Rsm US Wealth Management LLCMar 2017 to Apr 2019
- Cetera Advisor Networks LLCJan 2013 to Feb 2017
- Carroll Financial AssociatesJul 2010 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4955347
- Firm CRD
- 316731