Robert Harrell, Incorporated

Robert Harrell, Incorporated (CRD# 106191) is a financial advisory firm headquartered in Austin, TX. They manage $378,758,088 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $4,072,668
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Robert Harrell, Incorporated
Showing 1 - 7 of 7 top financial advisors.
1
Scott B. Curran
CRD#: 4708170
8310 N Capital Of Texas Highway, Bldg. 1-320, Austin, TX 78731
93
Wealthminder
score

Scott Curran (CRD# 4708170) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 13 years of experience in the finance industry.

2
Paul W. Dlabal
CRD#: 4385246
8310 N Capital Of Texas Highway, Bldg. 1-320, Austin, TX 78731
93
Wealthminder
score

Paul Dlabal (CRD# 4385246) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 16 years of experience in the finance industry.

3
William B. Harrell
CRD#: 3053590
8310 N Capital Of Texas Highway, Bldg. 1-320, Austin, TX 78731
93
Wealthminder
score

William Harrell (CRD# 3053590) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 19 years of experience in the finance industry.

4
David H. James
CRD#: 4542486
8310 N Capital Of Texas Highway, Bldg. 1-320, Austin, TX 78731
93
Wealthminder
score

David James (CRD# 4542486) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 16 years of experience in the finance industry.

5
Sandra K. Larsen-Harrell
CRD#: 2437600
8310 N Capital Of Tx Hwy., Suite 320, Austin, TX 78731
93
Wealthminder
score

Sandra Larsen-Harrell (CRD# 2437600) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 23 years of experience in the finance industry.

6
Charles B. Smith
CRD#: 6007735
8310 N Capital Of Texas Highway, Bldg. 1-320, Austin, TX 78731
90
Wealthminder
score

Charles Smith (CRD# 6007735) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 6 years of experience in the finance industry.

7
Robert L. Harrell
CRD#: 237578
8310 N Capital Of Tx Hwy., Suite 320, Austin, TX 78731
87
Wealthminder
score

Robert Harrell (CRD# 237578) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.