Robert Terrell (CRD# 6746714) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 6 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stephens Inc. | Little Rock, AR | Feb 2024 - Current | < 1 |
| Stephens Inc. | Little Rock, AR | Feb 2022 - Feb 2024 | 2 |
| Stephens Inc. | Little Rock, AR | Oct 2020 - Feb 2022 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- TX
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Total Assets Under Management13,609MILLIONS
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Total Number of Accounts21,368ACCOUNTS
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Average Account Value$636,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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