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
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Raymond James

    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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Russ Allen — Financial Advisor at Raymond James in Ada, OK, US | Unifers