Russell Yarwood, financial advisor Westlake TX
81 score

Russell Yarwood

CRD Number: 5432743
Current Firm: Strategic Advisers, Inc.

Russell Yarwood (CRD# 5432743) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX May 2015 - Current 1
Td Ameritrade Fort Worth, TX Apr 2011 - May 2015 4
Grand Financial, Inc. Addison, TX Aug 2009 - Apr 2011 1
O & G Securities, Inc. Denton, TX Jul 2009 - Aug 2009 < 1
Tetco Keller, TX Jun 2009 - Jul 2009 < 1
Club Z In-home Tutoring Keller, TX Feb 2009 - Jun 2009 < 1
Keller Isd Keller, TX Feb 2009 - Jun 2009 < 1
Carroll Isd Grapevine, TX Nov 2008 - Jun 2009 < 1
Fidelity Investments Westlake, TX Sep 2007 - Nov 2008 1
Dick's Sporting Goods Arlington, TX Dec 2006 - Aug 2007 < 1
University Of Texas-arlington Arlington, TX Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination May 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Russell A. Yarwood
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Russell Yarwood and other advisors.
BADGES
81

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