Texas adviser managing $341.5 million becomes RIA

Former employee rep Robert Harrell II will use Raymond James as custodian

Apr 15, 2019 @ 3:13 pm

By InvestmentNews

Robert Harrell II, who managed $341.5 million as an employee broker at Raymond James in Austin, Tex., has given up his securities licenses and opened Harrell Investment Partners, a registered investment advisory.

The firm will use Raymond James as its custodian.

(More: See more adviser moves in InvestmentNews' Adviser on the Move database.)

Mr. Harrell spent 20 years at Raymond James & Associates, Inc., after starting his career at Merrill Lynch in 1992.


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