Roderic Russell, financial advisor Kansas City MO
93 score

Roderic Russell

CRD Number: 1817655
Current Firm: Umb Financial Services, Inc.

Roderic Russell (CRD# 1817655) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Umb Scout Brokerage Services, Inc. Kansas City, MO Jul 1992 - Current 24
United Missouri Bank, N.a. Kansas City, MO Oct 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Roderic C. Russell
Phone Number: 816-842-2222
Firm Website: https://www.umb.com
Registered State(s):
  • AZ
  • FL
  • OH
  • WI
  • CA
  • CO
  • KS
  • MS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $359,293
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI

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

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