Gary Russell, financial advisor Bellevue WA

Gary Russell

CRD Number: 4196975
Current Firm: Helium Advisors LLC

Gary Russell (CRD# 4196975) is an Investment Advisor Representative working at Helium Advisors LLC in Bellevue, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Infinity Financial Services Oakland, CA Jun 2016 - Current 4
Helium Advisors LLC Snoqualmie, WA Apr 2016 - Current 4
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
Linsco Private Ledger Corp Bellevue, WA Sep 2006 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Gary N. Russell
Phone Number: 425-214-1533
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $346,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

TX, WA

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