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John Robert Harrell

TD Capital Management LLC

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About John Robert Harrell

John Robert Harrell is a Certified Financial Planner with over 17 years of experience in the financial services industry. John is registered with TD Capital Management LLC, and has been with the firm since January 2005. John is currently registered with the state of Tennessee and Texas as an Investment Advisor Representative (IAR). TD Capital Management LLC is an investment advisor firm headquartered in Memphis, Tennessee. The firm specializes in providing portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John's primary focus is on providing financial planning services and managing portfolios for individuals and businesses.

Firm Information

John Harrell is currently registered with TD Capital Management LLC. TD Capital Management LLC, based in Memphis, TN, is an investment advisor with approximately $1.09 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses. Their client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
TD Capital Management LLC

5100 POPLAR AVENUE

MEMPHIS, TN 38137-1400

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Harrell’s Registration & Firm History

TN

10/20/2020 - Present

TD Capital Management LLC (MEMPHIS TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Harrell.
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