Robert Waddell (CRD# 4997193) is an Investment Advisor Representative working at Cl Wealth Management LLC in Springdale, AR and has over 18 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Wealth Management LLC | New York, NY | Jun 2017 - Current | 6 |
| Cabot Lodge Securities LLC | Springdale, AK | May 2017 - Current | 6 |
| Dba Waddell Wealth Management | Springdale, AR | Aug 2008 - Current | 15 |
| National Association Of Insurance And Financial Advisors--naifa | Springdale, AR | Jul 2007 - Current | 16 |
| Robert Waddell | Springdale, AR | Jan 2006 - Current | 18 |
| Habitual Smokers Barbecue Team | Springdale, AR | Mar 1996 - Current | 28 |
| Wilbanks Securities, Inc. | Oklahoma City, OK | Jul 2016 - Jun 2017 | < 1 |
| Wilbanks Securities Advisory | Oklahoma City, OK | Jul 2016 - Jun 2017 | < 1 |
| Royal Alliance Associates, Inc. | Springdale, AR | Nov 2015 - Jul 2016 | < 1 |
| First Independent Advisory Services, Inc. | Tulsa, OK | Jul 2010 - Jul 2016 | 6 |
| First Independent Financial Services, Inc. | Tulsa, OK | Jul 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- AR
- FL
-
Total Assets Under Management533MILLIONS
-
Total Number of Accounts2,003ACCOUNTS
-
Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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