Russ Allen
Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
- Role
- Financial Advisor at Raymond James
- Location
- Ada, OK, US
- LinkedIn followers
- 500 followers
About Russ Allen
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. 836 Investments is not a registered broker-dealer and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see \"Social Media Disclosure: link in the \"Contact Info\" section.
Experience
Financial Advisor
Jan 2003 — Present
Education
Southeastern Oklahoma State University
Master of Business Administration (MBA)
1999 — 2000
East Central University
Bachelor of Science (BS)
1979 — 1982
Skills
- Estate Planning
- Public Speaking
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Budgets
- Equities
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Asset Management
- Financial Advisory
- Investment Advisory
- Financial Analysis
- Insurance
- Real Estate
- 401k
- Investments
- Retirement Planning
- Portfolio Management
- Loans
- Strategic Planning
- Iras
- Wealth Management
- Investment Strategies
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