Gary Russell (CRD# 4196975) is an Investment Advisor Representative working at Helium Advisors LLC in Everett, WA and has over 23 years of experience in the finance industry.
CRD# 1492147
Adams Financial Concepts, LLC
CRD# 2899466
Ubs Financial Services Inc.
CRD# 1159791
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Helium Advisors LLC | Everett, WA | Apr 2016 - Current | 8 |
| Infinity Financial Services | Oakland, CA | Jun 2016 - May 2024 | 7 |
| Conover | Bellevue, WA | Feb 2016 - Apr 2016 | < 1 |
| Conover Securities Corporation | Bellevue, WA | Aug 2012 - Apr 2016 | 3 |
| Conover Capital Management LLC | Bellevue, WA | Aug 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- WA
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Total Assets Under Management276MILLIONS
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Total Number of Accounts809ACCOUNTS
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Average Account Value$341,397
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, NY, TX, WA
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