Texas adviser managing $341.5 million becomes RIA

Former employee rep Robert Harrell II will use Raymond James as custodian

Apr 15, 2019 @ 3:13 pm

By InvestmentNews

Robert Harrell II, who managed $341.5 million as an employee broker at Raymond James in Austin, Tex., has given up his securities licenses and opened Harrell Investment Partners, a registered investment advisory.

The firm will use Raymond James as its custodian.

(More: See more adviser moves in InvestmentNews' Adviser on the Move database.)

Mr. Harrell spent 20 years at Raymond James & Associates, Inc., after starting his career at Merrill Lynch in 1992.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

These are the federal and state rules that will most impact 401(k) advisers

Will Hansen, chief governmental affairs officer for the National Association of Plan Advisors, discusses regulation and legislation poised to have the biggest impact on advisers.

Latest news & opinion

IBDs with the most CFPs

How many of the more than 83,000 certified financial planners are employed by the big independent broker-dealers?

Richard Thaler wants to use 401(k)s to boost Social Security payments

The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.

InvestmentNews announces 2019 Innovation Awards winners

Sheryl Garrett is this year's InvestmentNews Icon.

Morgan Stanley rides wealth management train to solid first quarter

Chairman and CEO James Gorman expresses excitement about expanding into workplace plans with purchase of Solium.

Fate of New Jersey fiduciary standard could come down to politics, court

With strong support from N.J. Gov. Phil Murphy, the proposal has momentum out of the gate.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print