Unclaimed Profile

Kerri Hargrove Russ

BELLINGHAM CAPITAL MANAGEMENT, INC.·BELLINGHAM, Washington

Series 65Clean record11 years registeredBELLINGHAM CAPITAL MANAGEMENT, INC.

316 E MCLEOD RD, BELLINGHAM, WA 98226CRD# 6416017Firm CRD# 151684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kerri Hargrove Russ · BELLINGHAM, WA

Registration

CRD #6416017 · BELLINGHAM CAPITAL MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

BELLINGHAM CAPITAL

Nov 2024 – present

BELLINGHAM CAPITAL

Sep 2024 – Oct 2024

BELLINGHAM, WA

BELLINGHAM CAPITAL

Oct 2014 – Sep 2024

BELLINGHAM, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 31, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELLINGHAM CAPITAL MANAGEMENT, INC.

CRD 151684 · SEC 801-123303

AUM

$126M

Regulatory assets under management

Employees

596 client accounts

Services offered by BELLINGHAM CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELLINGHAM CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kerri Hargrove Russ offer?

Kerri Hargrove Russ specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.

What are Kerri Hargrove Russ's credentials?

Kerri Hargrove Russ is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerri Hargrove Russ located?

Kerri Hargrove Russ is based in BELLINGHAM, Washington, working with BELLINGHAM CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.

How does Kerri Hargrove Russ charge for services?

Kerri Hargrove Russ's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELLINGHAM CAPITAL MANAGEMENT, INC.?

BELLINGHAM CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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