Russell FeldmanCRD Number: 2361082
Current Firm: Royal Alliance Associates, Inc.
Russell Feldman (CRD# 2361082) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Marshalltown, IA and has over 27 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
|Royal Alliance Associates, Inc.||Marshalltown, IA||Nov 2018 - Current||3|
|Signator Investors, Inc.||Marshalltown, IA||May 2016 - Nov 2018||2|
|Transamerica Financial Advisors, Inc.||Marshalltown, IA||Jan 1998 - May 2016||18|
|Life Investors||Marshalltown, IA||Jan 1992 - Jan 2012||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management20,655MILLIONS
Total Number of Accounts89,747ACCOUNTS
Average Account Value$230,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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