Unclaimed Profile

Robert King Harrell

HARRELL INVESTMENT PARTNERS, LLC·AUSTIN, Texas

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record28 years registeredHARRELL INVESTMENT PARTNERS, LLC

3814 MEDICAL PARKWAY, AUSTIN, TX 78756CRD# 2282318Firm CRD# 299166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert King Harrell · AUSTIN, TX

Registration

CRD #2282318 · HARRELL INVESTMENT PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

HARRELL INVESTMENT PARTNERS, LLC

Jan 2019 – present

RAYMOND JAMES & ASSOCIATES, INC.

May 1998 – Dec 2018

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · May 22, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARRELL INVESTMENT PARTNERS, LLC

CRD 299166 · SEC 801-114354

AUM

$503M

Regulatory assets under management

Employees

712 client accounts

Services offered by HARRELL INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HARRELL INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert King Harrell offer?

Robert King Harrell specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Robert King Harrell's credentials?

Robert King Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert King Harrell located?

Robert King Harrell is based in AUSTIN, Texas, working with HARRELL INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Robert King Harrell charge for services?

Robert King Harrell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARRELL INVESTMENT PARTNERS, LLC?

HARRELL INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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