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.
CRD# 860333
Linscomb & Williams
Score
106
CRD# 2390431
The Goff Financial Group
Score
105
CRD# 2754885
Edward Jones
Score
102
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Houston, TX | Jan 2012 - Current | 5 |
| Prairie View A & M University | Prairie View, TX | Sep 2007 - Current | 9 |
| Wfg | Houston, TX | Jun 2002 - Current | 15 |
| Harris County Mud 264 | Houston , TX | Apr 1997 - Current | 20 |
| 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 |
- NJ
- TX
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Total Assets Under Management4,493MILLIONS
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Total Number of Accounts33,842ACCOUNTS
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Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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