RH
Robert L. Harrell
ROBERT HARRELL
AUSTIN, TX 78731
Some features on this profile are disabled
CRD#: 237578
RH
Professional summary
Robert Lee Harrell is a registered financial advisor currently at ROBERT HARRELL, INCORPORATED located in Austin, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HARRELL & SONS CATTLE CO.,(PROPRIETOR)., CATTLE BREEDING LRHH LEASING CORP. (PRESIDENT),LEASING COMPANY 12700 PK CENTRAL PL STE 1912,DALLAS,TX 75251 RIO VISTA INTERNATIONAL INC.,(DIRECTOR)., CATTLE BREEDING RT 9, BOX 242,SAN ANTONIO,TX 78227
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lee Harrell's 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®
NoneExperience
Current
November 19, 1991 - Present
ROBERT HARRELL, INCORPORATED
Office #1: 8310 N Capital Of Tx Hwy., Suite 320, Austin, TX 78731RIA
CRD#: 106191
AUSTIN, TX
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".
RH
ROBERT HARRELL, INCORPORATED
HARRELL ROBERT INCORPORATED | ROBERT HARRELL, INCORPORATED | ROBERT HARRELL INCORPORATED
CRD#: 106191 / SEC#: 801-40048
RIA
Registered Investment Advisory firm - (10/28/1991 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(11/19/1991)
Exams
Current Firm
RH
ROBERT HARRELL, INCORPORATED
HARRELL ROBERT INCORPORATED | ROBERT HARRELL, INCORPORATED | ROBERT HARRELL INCORPORATED
CRD#: 106191 / SEC#: 801-40048
RIA
Registered Investment Advisory firm - (10/28/1991 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
8310 N. Capital Of Texas Highway Building 1, Suite 320, Austin, TX 78731
Mailing Address
Phone number
(512) 795-9100
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 958,916,294 |
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.
