Russell Telfer (CRD# 7111199) is an Investment Advisor Representative working at The Ameriflex Group in Parker, CO and has over 4 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Parker, CO | Sep 2023 - Current | < 1 |
| The Ameriflex Group, Inc. | Parker, CO | May 2022 - Current | 2 |
| Sagepoint Financial, Inc. | Parker, CO | May 2022 - Sep 2023 | 1 |
| Inflection Business Consulting, Inc - Dba Inflection Advisors | Los Angeles, CA | Sep 2019 - Apr 2022 | 2 |
| California Public Safety Administrators | Jackson, CA | Aug 2019 - Jan 2021 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2019 - Sep 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2019 - Sep 2019 | < 1 |
| Edgewater Insurance Solutions | Daly City, CA | Jan 2018 - Sep 2019 | 1 |
| Penn Mutual Life Insurance Company | Redwood Shores, CA | Jun 2016 - Jan 2018 | 1 |
| Student | San Jose, CA | Sep 2000 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- CO
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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