William HarrellCRD Number: 5216182
Current Firm: Capco Asset Management, LLC
William Harrell (CRD# 5216182) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Capco Asset Management, LLC||Tampa, FL||Jun 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management397MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$3,675,620
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NC, SC
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