Unclaimed Profile

William Butler Harrell

ROBERT HARRELL INCORPORATED·AUSTIN, Texas

Series 7, Series 63, Series 65Clean record20 years registeredROBERT HARRELL INCORPORATED

8310 N. CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78731CRD# 3053590Firm CRD# 106191

Profile Verification

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

Identity

William Butler Harrell · AUSTIN, TX

Registration

CRD #3053590 · ROBERT HARRELL INCORPORATED · 20 years registered

Brand Profile

Not yet started

Career History

ROBERT HARRELL, INCORPORATED

Jan 2011 – present

DECISION DATA AND CONSULTING LLC

Oct 2009 – Dec 2009

PLANO, TX

ROBERT HARRELL, INCORPORATED

Sep 2005 – Sep 2009

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 2, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERT HARRELL INCORPORATED

CRD 106191 · SEC 801-40048

AUM

$841M

Regulatory assets under management

Employees

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Butler Harrell offer?

William Butler Harrell specializes in Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are William Butler Harrell's credentials?

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

Where is William Butler Harrell located?

William Butler 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 William Butler Harrell charge for services?

William Butler 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →