Robert K. Harrell

HARRELL INVESTMENT PARTNERS | Founder

Austin, TX 78756

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CRD#: 2282318

Professional summary

Robert King Harrell II, who also goes by Robert K Harrell, is a registered financial advisor currently at HARRELL INVESTMENT PARTNERS, LLC located in Austin, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Financial planning

Philanthropic services

Loans/credit services

Retirement planning

What is your current number of clients?

Greater than 100

Are you a "fiduciary"?

Yes

Aliases

Robert K Harrell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert King Harrell II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2019 - Present

HARRELL INVESTMENT PARTNERS, LLC

Office #1: 3814 Medical Parkway, Austin, TX 78756

RIA

CRD#: 299166

Austin, TX

Past

May 22, 1998 - December 31, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

May 22, 1998 - December 31, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

Past

November 12, 1992 - June 5, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HARRELL INVESTMENT PARTNERS, LLC

CRD#: 299166 / SEC#: 801-114354

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2001

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 5/3/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/3/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

HARRELL INVESTMENT PARTNERS, LLC

CRD#: 299166 / SEC#: 801-114354

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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Contact information

Main Address

3814 Medical Parkway, Austin, TX 78756

Mailing Address

Phone number

(512) 759-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HARRELL INVESTMENT PARTNERS ADV BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	769
AUM (Assets Under Management)	$ 598,645,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert K. Harrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert King Harrell II's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HARRELL INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/1995

Series 63

Date: 1/27/1993

SIE

Date: 10/1/2018

Series 7

Date: 11/10/1992

Series 24

Date: 6/29/2001

Series 10

Date: 5/3/2000

Series 9

Date: 5/3/2000

Current Firm

HARRELL INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARRELL INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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