RM

Russell Mcalmond

ROGUE RUSSELL INVESTMENTS
Grants Pass, OR
Some features on this profile are disabled
CRD#: 1200091
RM

Professional summary


Russell Mcalmond, CFP®, who also goes by Russ W. Mcalmond, Russ Wayne Mcalmond, Russ Mcalmond, Russell Wayne Mcalmond, is a registered financial advisor currently at ROGUE RUSSELL INVESTMENTS located in Grants Pass, Oregon.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Russell has worked at 5 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Russ W. Mcalmond | Russ Wayne Mcalmond | Russ Mcalmond | Russell Wayne Mcalmond

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Russell Mcalmond's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

January 15, 2025 - Present

ROGUE RUSSELL INVESTMENTS

RIA
CRD#: 333111
Grants Pass, OR
Past

March 5, 2014 - August 8, 2017

RUTHERFORD INVESTMENT MANAGEMENT

RIA
CRD#: 167545
PORTLAND, OR
Past

December 8, 2010 - September 20, 2016

EVERGREEN CAPITAL MANAGEMENT INC.

RIA
CRD#: 155358
PORTLAND, OR
Past

January 20, 1998 - March 17, 1998

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

August 13, 1996 - February 4, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(1/15/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/23/2010
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


RR
ROGUE RUSSELL INVESTMENTS
ROGUE RUSSELL INVESTMENTS

CRD#: 333111 / SEC#:

Oregon
Registered Investment Advisory firm - (1/15/2025 Approved)
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Contact information


Main Address
Grants Pass, OR
Mailing Address
Phone number
(503) 729-9354
Established
Firm type
Fiscal year end
# of Employees
1
0

Red Flags


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Company Information


ROGUE RUSSELL INVESTMENTS

CRD#: 333111Grants Pass, OR

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