Robert King Harrell
Directeur Général chez Harrell Investment Partners LLC
Profil
Mr. Robert K.
Harrell, II, is a Founder & Chief Executive Officer at Harrell Investment Partners LLC.
He has more than 30 years of wealth management experience to the distinctive roster of families.
Prior to founding Harrell Investment Partners in 2019, Mr. Harrell spent 20 years as Managing Director and Senior Vice President, Investments at Raymond James & Associates, Inc. He started his advisory career with Merrill Lynch where he was a Vice President and Senior Financial Adviser.
He earned a bachelor’s degree in economics from the University of Texas at Austin.
Postes actifs de Robert King Harrell
Sociétés | Poste | Début |
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Harrell Investment Partners LLC
Harrell Investment Partners LLC Investment ManagersFinance Harrell Investment Partners LLC (HIP) is an independent, SEC-registered investment adviser headquartered in Austin, Texas. The firm was founded in 2018 and is owned by Robert “Bob” Harrell II. HIP offers investment advisory services to individuals, high net worth individuals, and charitable organizations. | Directeur Général | 01/09/2018 |
Anciens postes connus de Robert King Harrell
Sociétés | Poste | Fin |
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Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 01/12/2018 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01/05/1998 |
Formation de Robert King Harrell
University of Texas at Austin | Undergraduate Degree |
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Entreprise privées | 3 |
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Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Harrell Investment Partners LLC
Harrell Investment Partners LLC Investment ManagersFinance Harrell Investment Partners LLC (HIP) is an independent, SEC-registered investment adviser headquartered in Austin, Texas. The firm was founded in 2018 and is owned by Robert “Bob” Harrell II. HIP offers investment advisory services to individuals, high net worth individuals, and charitable organizations. | Finance |