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Fredric Eliot Russell

XXEC INC·TULSA, Oklahoma
Clean record38 years registeredXXEC INC
2200 SOUTH UTICA PLACE, TULSA, OK 74114CRD# 1719975Firm CRD# 108886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fredric Eliot Russell · TULSA, OK
Registration
CRD #1719975 · XXEC INC · 38 years registered
Brand Profile
Not yet started
01

Career History

FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
Sep 1987 – present
02

Registrations & Exams

Registration record
First registered · September 15, 1987
Years registered · 38
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
XXEC INC
CRD 108886 · SEC 801-114089
AUM
$158M
Regulatory assets under management
Employees
5
143 client accounts
Services offered by XXEC INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
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Introduction

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05

Frequently Asked Questions

What services does Fredric Eliot Russell offer?
Fredric Eliot Russell specializes in Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
What are Fredric Eliot Russell's credentials?
Fredric Eliot Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fredric Eliot Russell located?
Fredric Eliot Russell is based in TULSA, Oklahoma, working with XXEC INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Fredric Eliot Russell charge for services?
Fredric Eliot Russell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XXEC INC?
XXEC INC has approximately 5 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Alaina Brooke Hall
TULSA, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
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Research
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