Russell Stellfox (CRD# 3243548) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Tamaqua, PA and has over 24 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
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Edward Jones
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Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Seasons Change Financial | Tamaqua, PA | Dec 2008 - Current | 15 |
| Ameritas Investment Corp | Lincoln, NE | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
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- PA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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