David Harris James
Investment adviser representative at Robert Harrell, Incorporated
16 yearsExperience
1 stateRegistered in
$885.3MFirm assets
34 yearsFirm in business
Are you David Harris James? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Robert Harrell, IncorporatedSep 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Robert Harrell, Incorporated
Legal name: Robert Harrell Incorporated
$885.3MAssets managed
67Clients
6Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4542486
- Firm CRD
- 106191