Kerri
Russ
Bellingham Capital
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About this Advisor
Kerri Russ is a financial advisor who works out of Bellingham, Washington with 9 years of relevant experience. Russ is an employee of Bellingham Capital. Over the course of their career, Russ has held roles at Level 5 Business Services and Bellingham Capital Management, Inc. Russ has a Series 65 license, qualifying them as an investment advisor representative, and can work in California, Texas and Washington. Bellingham Capital is a financial advisory company based in Bellingham, WA. The company has offices in two locations and just four advisors. It oversees $109 million in total assets among its 565 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 565 client accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management typically depend on the financial services offered. Fees billed by Bellingham Capital likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bellingham Capital Brokerage Details
$109,216,074
4
565
$193,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Kerri Russ Work History
Kerri has been registered as a financial advisor for 9 years.*
Bellingham Capital Management, Inc
Level 5 Business Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kerri Russ to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bellingham Capital
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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