Robert
Waddell
Cl Wealth Management LLC
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About this Advisor
Robert Waddell is a financial advisor based in Springdale, Arkansas, working with Cl Wealth Management LLC. Robert has previously held positions at First Independent Financial Services, Inc, Dba Waddell Wealth Management, Habitual Smokers Barbecue Team, First Independent Advisory Services, Inc, Robert Waddell, Royal Alliance Associates, Inc, National Association Of Insurance And Financial Advisors--Naifa, Cl Wealth Management LLC, Cabot Lodge Securities LLC, Wilbanks Securities, Inc, and Wilbanks Securities Advisory. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas and Florida. Currently, Robert is part of Cl Wealth Management LLC, which operates out of Springdale, Arkansas. The firm has 42 offices and 44 employees. The firm manages assets totaling $532.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cl Wealth Management LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cl Wealth Management LLC Brokerage Details
$532,783,016
44
2,003
$265,993
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
Cl Wealth Management LLC
Cabot Lodge Securities LLC
Dba Waddell Wealth Management
National Association Of Insurance And Financial Advisors--Naifa
Robert Waddell
Habitual Smokers Barbecue Team
Wilbanks Securities, Inc
Wilbanks Securities Advisory
Royal Alliance Associates, Inc
First Independent Financial Services, Inc
First Independent Advisory Services, Inc
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.
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