Rhonda L. Russell

RHONDA L RUSSELL

Streetman, TX

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CRD#: 4413604

Professional summary

Rhonda Lynn Russell is a registered financial advisor currently at RHONDA L RUSSELL located in Streetman, Texas.

Rhonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Rhonda has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 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.

SHAREHOLDER, OFFICER, DIRECTOR, EMPLOYEE OF DOSHIER PICKENS & FRANCIS, P. C. CERTIFIED PUBLIC ACCOUNTANTS; 301 S POLK, SUITE 800; AMARILLO, TX 79101; CPA FIRM; FROM 7/1/1983 TO PRESENT; 175 HOURS PER MONTH; ACCOUNTING PRACTICE INCLUDING TAX PREPARATION, PLANNING, ESTATE, RETIREMENT, AND SMALL BUSINESS PLANNING AND CONSULTING. RHONDA L RUSSELL, PC, REGISTERED INVESTMENT ADVISOR; 905 S FILLMORE, SUITE 250, AMARILLO, TX 79101; PRESIDENT, SOLE EMPLOYEE; FEE ONLY FINANCIAL PLANNING; 1/1/2001 TO PRESENT; 75 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rhonda Lynn 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®

None

Experience

Current

January 30, 2006 - Present

RHONDA L RUSSELL

RIA

CRD#: 114268

Streetman, TX

Past

August 28, 2003 - December 31, 2005

RHONDA L RUSSELL

RIA

CRD#: 114268

AMARILLO, TX

Past

August 8, 2001 - December 3, 2004

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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

Texas
(1/30/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/15/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2001

General Securities Representative Examination

Current Firm

RHONDA L RUSSELL

RHONDA L RUSSELL | RHONDA LYNN RUSSELL P.C. | RHONDA L. RUSSELL, P.C. | RHONDA L RUSSELL PC

CRD#: 114268 / SEC#:

Texas

Registered Investment Advisory firm - (1/30/2006 Approved)

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Contact information

Main Address

Streetman, TX

Mailing Address

P O Box 306, Streetman, TX 75859

Phone number

(806) 674-3403

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Rhonda L. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RHONDA L RUSSELL

RHONDA L RUSSELL

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2001

Series 65

Date: 11/15/1999

Series 7

Date: 8/7/2001

Current Firm

RHONDA L RUSSELL

Contact information

Documents

Red Flags

Company Information

RHONDA L RUSSELL

TRUST BUT VERIFY

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