Robert Fennell, financial advisor Vienna WV
83 score

Robert Fennell

CRD Number: 1048042
Current Firm: Security Capital Management

Robert Fennell (CRD# 1048042) is an Investment Advisor Representative working at Security Capital Management in Vienna, WV and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Hazlett, Burt & Watson, Inc. Parkersburg, WV Jan 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Dec 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Fennell
Phone Number: 304-233-3312
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    629
    MILLIONS
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $296,896
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

OH, PA, WV

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BADGES
83

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