Russell Ahlers (CRD# 4436733) is an Investment Advisor Representative working at Credit Union Investment Services in Statesville, NC and has 1 year of experience in the finance industry.
CRD# 1876666
Lion Street Advisors, LLC
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 4592855
3a Financial Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credit Union Investment Services | Raleigh, NC | Sep 2023 - Current | < 1 |
| State Employees' Credit Union | Statesville, NC | Aug 2023 - Current | < 1 |
| Secu Life Insurance Company | Raleigh, NC | Aug 2023 - Current | < 1 |
| Secu Brokerage Services | Raleigh, NC | Aug 2023 - Current | < 1 |
| Lpl Financial LLC | Fort Mill, SC | Dec 2020 - Jul 2023 | 2 |
| Pj Robb Variable Corp | Charlotte, NC | Apr 2014 - Dec 2020 | 6 |
| Crump Life Insurance Services | Harrisburg, PA | Mar 2014 - Dec 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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