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.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, 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 Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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