GR
Gary N. Russell
HELIUM ADVISORS LLC
VANCOUVER, WA 98684
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CRD#: 4196975
GR
Professional summary
Gary Nicholas Russell is a registered financial advisor currently at HELIUM ADVISORS LLC located in Vancouver, Washington.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.CAYSAM, LLC, 8664 NE Broughton Ct. #164; Hansville; WA; 98340. INVESTMENT RELATED .Less than 5 hours per month. Represents personal interest in business ventures, no compensation. 2.Life Insurance Services; 11910 120th PL SE, Suite 201, Everett, WA 98208; not investment related. less than 5 hours per month. 3.Name: Helium Financial Group, LLC; address of the other business: 1910 120th PL SE, Suite 201, Everett, WA 98208; the nature of the other business: Parent holding company, 100% owner of Helium Advisors LLC; investment-related: non- Investment Related your title: Manager/Principal; your duties: Passive entity 47 % ownership through CAYSAM. Book expenses and share costs and income; the start date of your relationship with the other business: 03/2016; The approximate number of hours per month you devote to the other business: Less than 5; the number of hours you devote to the other business during securities trading hours: 0 4.Name: H. Maris and Associates; address of the other business: 1910 120th PL SE, Suite 201, Everett, WA 98208; the nature of the other business: Tax and Accounting Practice; investment-related: Non-Investment Related your title: Manager through Helium financial group; your duties: 50% Ownership; the start date of your relationship with the other business: 02/2018; The approximate number of hours per month you devote to the other business: 8 hours per month; the number of hours you devote to the other business during securities trading hours: 0 5.Name: Helium Tax; address of the other business: 11910 120th PL SE, Suite 201, Everett, WA 98208; the nature of the other business: Accounting Firm; investment-related: Investment Related; your title: Manager through Helium Financial Group; your duties: 50% ownership; the start date of your relationship with the other business; April 2016; The approximate number of hours per month you devote to the other business: 0;the number of hours you devote to the other business during securities trading hours: 0 6.Partner in Helium Day Tax; Investment related: No; Location: 12009 NE 99th ST Suite 1420 Vancouver WA 98682; Description: Helium Day Tax is a tax and accounting firm where they prepare tax returns and accounting for clients; Responsibilities duties: Oversee the managing head to ensure the business is running smoothly; Start date: 2021-01-25; 0 Hours per month; No compensation. 7.Partner in The Tax and Accounting Group; Investment related: No; Location: 1910 120th Pl SE Suite 201 Everett WA 98208; Description: The Tax and Accounting Group prepares tax returns and does accounting for clients; Responsibilities Duties: Ensures the tax managers are running the business smoothly and efficiently; Start date: 2022-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; No compensation. 8.Partner in Element Planning Solutions LLC; Investment related: No; Location: 1910 120th PL SE Suite 201 Everett WA 98208; Description: Element was set up so our advisors who have insurance licenses can receive payment through Element Solutions; Responsibilities Duties: There are no responsibilities for this entity. The entity was formed solely for our insurance licensed advisors to receive payment through this entity.; Start date: 2022-07-15; 0 Hours per month; No compensation. 9.Partner in Clarity Tax Group LLC; Investment related: No; Location: 1326 E Laurel St Bellingham WA 98225; Description: The company prepares tax returns and does accounting services for clients; Responsibilities Duties: Ensure the tax manager is running the business smoothly and efficiently; Start date: 2023-12-01; 0 Hours per month; No compensation. 10.Gary N Russell is a partner at The Expert Group LLC, overseeing executive management for our tax, accounting, and payroll consultancy services; Start date:2021-10-11; 5 trading hours, 20 off-hours per month and 5% to total yearly compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Nicholas Russell'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®
NoneExperience
Current
April 6, 2016 - Present
HELIUM ADVISORS LLC
Office #1: 222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684RIA
CRD#: 282356
VANCOUVER, WA
Past
June 17, 2016 - November 30, 2023
INFINITY FINANCIAL SERVICES
BD
CRD#: 144302
Everett, WA
Past
October 3, 2015 - April 12, 2016
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
February 22, 2013 - April 12, 2016
CONOVER SECURITIES CORPORATION
RIA
CRD#: 17129
BELLEVUE, WA
Past
August 28, 2012 - April 12, 2016
CONOVER SECURITIES CORPORATION
BD
CRD#: 17129
BELLEVUE, WA
Past
August 24, 2012 - August 15, 2015
CONOVER CAPITAL MANAGEMENT
RIA
CRD#: 118393
BELLEVUE, WA
Past
October 19, 2006 - September 13, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
BELLEVUE, WA
Past
October 11, 2006 - September 13, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
BELLEVUE, WA
Past
June 12, 2000 - March 8, 2002
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HELIUM ADVISORS LLC
HELIUM ADVISORS | HELIUM ADVISORS LLC
CRD#: 282356 / SEC#: 801-126557
RIA
Registered Investment Advisory firm - (9/15/2022 Approved)Arizona
Registered Investment Advisory firm - (12/7/2022 Terminated)California
Registered Investment Advisory firm - (1/6/2023 Terminated)Texas
Registered Investment Advisory firm - (12/7/2022 Terminated)Washington
Registered Investment Advisory firm - (1/11/2023 Terminated)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
Arizona(5/28/2021)
IAR
California(8/22/2022)
IAR
Washington(4/6/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HA
HELIUM ADVISORS LLC
HELIUM ADVISORS | HELIUM ADVISORS LLC
CRD#: 282356 / SEC#: 801-126557
RIA
Registered Investment Advisory firm - (9/15/2022 Approved)Arizona
Registered Investment Advisory firm - (12/7/2022 Terminated)California
Registered Investment Advisory firm - (1/6/2023 Terminated)Texas
Registered Investment Advisory firm - (12/7/2022 Terminated)Washington
Registered Investment Advisory firm - (1/11/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684
Mailing Address
Phone number
(425) 214-1533
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 896 |
| AUM (Assets Under Management) | $ 308,092,194 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
