Kerri Russ (CRD# 6416017) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 11 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bellingham Capital Management, Inc. | Bellingham, WA | Jun 2016 - Current | 7 |
Level 5 Business Services | Dallas, TX | Jan 2009 - May 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- WA
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts596ACCOUNTS
-
Average Account Value$211,344
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, OR, TX, WA
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