Robert TerrellCRD Number: 6746714
Current Firm: Stephens
Robert Terrell (CRD# 6746714) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 3 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Stephens Inc.||Little Rock, AR||Oct 2020 - Current||1|
|Stephens Inc.||Little Rock, AR||Dec 2017 - Oct 2020||2|
|Silver Oak Securities Inc.||Jackson, TN||Jan 2017 - Nov 2017||< 1|
|University Of Tennessee At Martin||Martin, TN||Aug 2013 - May 2017||3|
|Abernathy Cycles||Union City, TN||Jun 2013 - Aug 2016||3|
|Obion County School Systems||Union City, TN||Aug 2000 - May 2013||12|
|Steve's Jewelers||Union City, TN||Jun 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management14,050MILLIONS
Total Number of Accounts23,567ACCOUNTS
Average Account Value$596,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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