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Robert Lee Harrell

ROBERT HARRELL INCORPORATED·AUSTIN, Texas
Clean record34 years registeredROBERT HARRELL INCORPORATED
8310 N. CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78731CRD# 237578Firm CRD# 106191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lee Harrell · AUSTIN, TX
Registration
CRD #237578 · ROBERT HARRELL INCORPORATED · 34 years registered
Brand Profile
Not yet started
01

Career History

ROBERT HARRELL, INCORPORATED
Nov 1991 – present
02

Registrations & Exams

Registration record
First registered · November 19, 1991
Years registered · 34
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROBERT HARRELL INCORPORATED
CRD 106191 · SEC 801-40048
AUM
$841M
Regulatory assets under management
Employees
5
69 client accounts
Services offered by ROBERT HARRELL INCORPORATED
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROBERT HARRELL INCORPORATED →
Introduction

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05

Frequently Asked Questions

What services does Robert Lee Harrell offer?
Robert Lee Harrell specializes in Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Robert Lee Harrell's credentials?
Robert Lee Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Harrell located?
Robert Lee Harrell is based in AUSTIN, Texas, working with ROBERT HARRELL INCORPORATED. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Robert Lee Harrell charge for services?
Robert Lee Harrell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBERT HARRELL INCORPORATED?
ROBERT HARRELL INCORPORATED has approximately 5 employees and manages $841M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROBERT HARRELL INCORPORATED

Sandra Kaye Larsen-Harrell
AUSTIN, TX
Scott Britton Curran
AUSTIN, TX
William Butler Harrell
AUSTIN, TX

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