Russell Appelget (CRD# 4589154) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
Score
103
CRD# 860333
Linscomb & Williams
Score
106
CRD# 5162603
Hill Investment Group
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Houston, TX | Jan 2012 - Current | 6 |
| Prairie View A & M University | Prairie View, TX | Sep 2007 - Current | 10 |
| Wfg | Houston, TX | Jun 2002 - Current | 16 |
| Harris County Mud 264 | Houston , TX | Apr 1997 - Current | 21 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- NJ
- TX
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Total Assets Under Management969MILLIONS
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Total Number of Accounts14,750ACCOUNTS
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Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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