Russell Appelget, financial advisor Houston TX
93 score

Russell Appelget

CRD Number: 4589154
Current Firm: Transamerica Financial Advisors, Inc.

Russell Appelget (CRD# 4589154) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Houston, TX Jan 2012 - Current 4
Prairie View A & M University Prairie View, TX Sep 2007 - Current 9
Wfg Houston, TX Jun 2002 - Current 14
Harris County Mud 264 Houston , TX Apr 1997 - Current 19
Russell Appelget Cpa Houston, TX May 2007 - Sep 2015 8
Investment Advisors International, Inc. Houston, TX Jan 2009 - Jan 2012 3
Wgs,inc Houston, TX Oct 2002 - Jan 2012 9
Soufoul Financial Inc. Dba Peoplemanage Pro Woodlands, TX May 2010 - Nov 2011 1
Aflac Houston, TX May 2008 - Nov 2011 3
Our Lady Of The Lake University San Antonio, TX May 2010 - Mar 2011 < 1
Innergy Lending Houston, TX Apr 2004 - Dec 2007 3
Enron Corporation Houston, TX Jun 1992 - Dec 2006 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Russell L. Appelget
Phone Number: 727-299-1800
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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