Russell CarswellCRD Number: 5601958
Current Firm: H.d. Vest Advisory Services, Inc.
Russell Carswell (CRD# 5601958) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Wichita, KS and has over 9 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Porter, Carswell And Raya Chtd||Valley Center, KS||Apr 2014 - Current||3|
|H.d. Vest Advisory Services||Wichita, KS||Dec 2008 - Current||9|
|H.d. Vest Investment Services||Wichita, KS||Sep 2008 - Current||9|
|Michael C. Porter Chtd||Valley Center, KS||Aug 2012 - Apr 2014||1|
|Adams, Brown, Beran & Ball||Great Bend, KS||Aug 2003 - Jun 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY