Robert
Terrell
Stephens
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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
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$13,609,251,985
629
21,368
$636,899
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
Stephens Inc
Stephens Inc
Stephens Inc
Silver Oak Securities Inc
Stephens Inc
University Of Tennessee At Martin
Abernathy Cycles
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
Shreveport, LA
Houston, TX
Shreveport, LA
Little Rock, AR
Portland, ME
Little Rock, AR
Little Rock, AR
Highlands Ranch, CO
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