Evan Russell (CRD# 1056834) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 41 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth Advisors, Inc. | Clackamas, OR | Feb 2024 - Current | < 1 |
| Pinnacle Wealth Advisors, Inc. | Clackamas, OR | Nov 2023 - Current | < 1 |
| Security First Advisors, Inc. | Portland, OR | Jan 1997 - Current | 27 |
| Rem 22, Inc. (fka Russell Wilkinson Rerick, Inc.) | Portland, OR | Mar 2007 - Nov 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
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- OR
- WA
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Total Assets Under Management232MILLIONS
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Total Number of Accounts1,213ACCOUNTS
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Average Account Value$191,480
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, ID, OR, TX, WA
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