AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

Russell W. Mcalmond

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

Professional summary


Russell Wayne 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.

top-8-questions

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Russell Wayne 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®

Start date: 1992

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


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

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROGUE RUSSELL INVESTMENTS

CRD#: 333111Grants Pass, OR

TRUST BUT VERIFY

Monitor Russell Mcalmond

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics