Russell Allen (CRD# 4187565) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ada, OK and has over 23 years of experience in the finance industry.
CRD# 2306866
State Farm Investment Management Corp.
CRD# 2588408
Cornell Capital Group, LLC
CRD# 3260289
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 836 Investments LLC | Ada, OK | Jun 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Ada, OK | Jan 2009 - Current | 15 |
| Raymond James Financial Service3s | Ada, OK | Feb 2004 - Current | 20 |
| Vision Investment Services | Ada, OK | Dec 2010 - Jun 2021 | 10 |
| Vision Bank Na | Ada, OK | Mar 2006 - Jun 2021 | 15 |
| East Central University | Ada, OK | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- OK
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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