Russell Cole (CRD# 1531728) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 37 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Advisors, LLC | Edmonds, WA | May 2019 - Current | 5 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 2007 - Dec 2019 | 12 |
| Kms Financial Services, Inc. | Seattle, WA | Jun 2007 - May 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- CA
- TX
- WA
-
Total Assets Under Management427MILLIONS
-
Total Number of Accounts643ACCOUNTS
-
Average Account Value$664,149
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, ID, NC, NY, OR, TX, WA
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