Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Allen is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Russell has been in the industry since 2000 and is registered with the state of Oklahoma and Texas. Russell has a background in financial services, with experience at Edward Jones and Financial Network Investment Corporation. Russell is also a member of the Scissor Tailed Lodge, LLC, a rental real estate business.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/22/2014 - Present
Raymond James Financial Services Advisors, Inc. (Ada OK)
CA
07/11/2003 - 02/09/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
07/11/2000 - 06/25/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Russell Allen is the right advisor for you? Invested Better is here to help.
