Robert
Waddell

Cl Wealth Management LLC

CRD#4997193
Investment Advisor
in Springdale, AR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Waddell is a financial advisor who works in Springdale, Arkansas with 6 years of relevant experience. Waddell is on the advisory team at Cl Wealth Management LLC. Over the course of their career, Waddell has held roles at First Independent Financial Services, Inc, Dba Waddell Wealth Management, Habitual Smokers Barbecue Team, First Independent Advisory Services, Inc, Robert Waddell, National Association Of Insurance And Financial Advisors--Naifa, Cl Wealth Management LLC, Cabot Lodge Securities LLC, Royal Alliance Associates, Inc, Wilbanks Securities, Inc and Wilbanks Securities Advisory. Waddell has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Arkansas and Florida. Cl Wealth Management LLC is a registered investment business based out of New York, NY. The company has offices in 45 locations and a total of 46 employees. It administers $475 million in total assets across its 1,999 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,999 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cl Wealth Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which service is provided. Fees charged by Cl Wealth Management LLC most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Springdale, AR

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cl Wealth Management LLC Brokerage Details

Total Assets Under Management

$474,892,271

AR Average: $7,464,549,021
Total Number of Employees

46

AR Average: 88
Total Number of Accounts

1,999

AR Average: 3,892
Average Account Size

$237,565

AR Average: $1,917,921

Investment Advisory Services

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

Robert Waddell Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cl Wealth Management LLC

2017 - Present (7 years)

Cabot Lodge Securities LLC

2008 - Present (16 years)

Dba Waddell Wealth Management

2007 - Present (17 years)

National Association Of Insurance And Financial Advisors--Naifa

2006 - Present (18 years)

Robert Waddell

1996 - Present (28 years)

Habitual Smokers Barbecue Team

2016 - 2017 (1 year)

Wilbanks Securities, Inc

2016 - 2017 (1 year)

Wilbanks Securities Advisory

2015 - 2016 (1 year)

Royal Alliance Associates, Inc

2010 - 2015 (5 years)

First Independent Financial Services, Inc

2010 - 2016 (6 years)

First Independent Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Waddell 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 Cl Wealth Management LLC

Stuart Epley
New York, NY
Craig Johnson
New York, NY
Joe Murray
New York, NY
Steven Kronethal
New York, NY
Andre Williams
New York, NY
Lamindy Brandon-Joseph
New York, NY
Thomas Davis
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started