Robert
Terrell

Stephens

CRD#6746714
Investment Advisor
in Little Rock, AR

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About this Advisor

Robert Terrell is a financial advisor based in Little Rock, Arkansas, working with Stephens. Robert has previously held positions at Silver Oak Securities Inc, University Of Tennessee At Martin, Abernathy Cycles, and Stephens Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Robert is part of Stephens, which operates out of Little Rock, Arkansas. The firm has 22 offices and 629 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Stephens includes asset-based, hourly, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

111 Center Street
Little Rock, AR 72201-3507

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Stephens Brokerage Details

Total Assets Under Management

$13,609,251,985

AR Average: $880,205,985
Total Number of Employees

629

AR Average: 42
Total Number of Accounts

21,368

AR Average: 1,714
Average Account Size

$636,899

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Terrell Work History

2024 - Present (0 year)

Stephens Inc

2022 - Present (2 years)

Stephens Inc

2020 - 2022 (2 years)

Stephens Inc

2017 - 2017 (< 1 year)

Silver Oak Securities Inc

2017 - 2020 (3 years)

Stephens Inc

2013 - 2017 (4 years)

University Of Tennessee At Martin

2013 - 2016 (3 years)

Abernathy Cycles

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Terrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens

Michael Hardison
Shreveport, LA
Andrew Calvert
Little Rock, AR
Craig Lang
Shreveport, LA
George Sellers
Little Rock, AR
Bruce Goudeau
Shreveport, LA
Connor Hustava
Dallas, TX
Andrew Marsh
Little Rock, AR
Jarrod Giroue
Highlands Ranch, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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