Russell Slack (CRD# 6739839) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 7 years of experience in the finance industry. Russell Slack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisory Services, LLC | Haslett, MI | Dec 2019 - Current | 4 |
| Strategic Wealth Concepts | Idaho Falls, ID | Jan 2017 - Current | 7 |
| Idaho Expansion Group, LLC | Ammon, ID | Jan 2012 - Current | 12 |
| City Of Ammon | Ammon, ID | Jan 2010 - Current | 14 |
| Cetera Advisors LLC | Denver, CO | Jan 2017 - Dec 2019 | 2 |
| Fishers Technology | Idaho Falls, ID | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- ID
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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