Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Wayne Harrell is a financial professional with over 38 years of experience in the industry. Herbert has a background with various firms, including Great American Advisors, Inc., PMG Securities Corporation, and Investors Brokerage Services, Inc. Herbert currently works for Lincoln Investment and Capital Analysts. Herbert Wayne Harrell is registered in Colorado, New Mexico, and Texas. Herbert is also a Chartered Financial Consultant. Herbert's specializations include retirement planning, college savings, insurance, and estate planning. Herbert is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2010 - Present
Lincoln Investment (DALLAS TX)
TX
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (DALLAS TX)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
05/03/1989 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
10/02/1987 - 01/09/1989
INSTITUTIONAL ASSET MANAGEMENT
NA
04/18/1986 - 07/31/1987
SLATERY SECURITIES GROUP, INC.
NA
06/26/1984 - 04/25/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/24/1983 - 06/27/1984
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 09/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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