Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell William Huffer is a financial advisor with over 30 years of experience in the industry. Russell is currently registered with Charles Schwab & CO., Inc. and has offices in Peoria, Arizona and Omaha, Nebraska. Russell has been a registered representative with Charles Schwab & CO., Inc. since 1995. Russell has held previous positions with USAA INVESTMENT MANAGEMENT COMPANY, WELLS FARGO INVESTMENTS, LLC, ESSEX NATIONAL SECURITIES, INC., FIRST OF AMERICA BROKERAGE SERVICE, INC., and SMITH, GAYLOR, INC. Russell has passed several securities exams including the Series 7, Series 9, Series 10, Series 15, Series 63 and Series 66 exams. Russell offers financial planning services to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
04/15/2008 - Present
Charles Schwab & CO., Inc. (PEORIA AZ)
AZ
06/21/2004 - 06/12/2006
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
CA
07/21/2003 - 06/08/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
04/26/1995 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
07/30/1994 - 03/10/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OH
09/02/1992 - 06/10/1994
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
IN
08/20/1990 - 08/19/1992
SMITH, GAYLOR, INC. (KOKOMO IN)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1986
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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