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Russell Harlen Meers

Alamo Capital

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About Russell Harlen Meers

Russell Harlen Meers is a financial advisor with Alamo Capital and has been in the industry since 1993. Russell is registered in several states including Arizona, California, Georgia, Nevada, New York, North Carolina, Oregon, and Utah. He specializes in financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Russell has previously worked at REDWOOD SECURITIES GROUP, INC., PORTSMOUTH FINANCIAL SERVICES, WELLS FARGO INVESTMENTS, LLC, WELLS FARGO VAN KASPER, LLC, and DEAN WITTER REYNOLDS INC..

Firm Information

Russell Meers is currently registered with Alamo Capital. Alamo Capital is an investment advisor corporation formed in August 1987. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Alamo Capital is registered with the Securities and Exchange Commission (SEC) and is also registered in 39 states. The firm manages approximately $81,684,700 in assets for 14 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.

$81.68M

Assets Under Management

7

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Russell Meers’s Registration & Firm History

CA

03/29/2005 - Present

Alamo Capital (WALNUT CREEK CA)

CA

10/30/2003 - 03/29/2005

REDWOOD SECURITIES GROUP, INC. (SAN FRANCISCO CA)

CA

06/10/2002 - 10/29/2003

PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)

CA

07/24/2001 - 06/12/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

07/08/1998 - 07/11/2001

WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)

NY

07/23/1993 - 06/18/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 07/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Russell Harlen Meers. Review regulatory record here.
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