Unclaimed Profile

Evan Sterling Russell

SECURITY FIRST ADVISORS, INC.·VANCOUVER, Washington

Series 7, Series 24, Series 63, Series 6533 years registeredSECURITY FIRST ADVISORS, INC.

16703 SE MCGILLIVRAY BLVD. #230, VANCOUVER, WA 98683CRD# 1056834Firm CRD# 117502

Profile Verification

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

Identity

Evan Sterling Russell · VANCOUVER, WA

Registration

CRD #1056834 · SECURITY FIRST ADVISORS, INC. · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SECURITY FIRST ADVISORS, INC.

PINNACLE WEALTH ADVISORS

Feb 2024 – Apr 2025

Portland, OR

SECURITY FIRST ADVISORS

Feb 1993 – Apr 2025

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 8, 1993

Years registered · 33

Disclosure History

2001Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SECURITY FIRST ADVISORS, INC.

CRD 117502 · SEC 801-118065

AUM

$232M

Regulatory assets under management

Employees

1,213 client accounts

Services offered by SECURITY FIRST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SECURITY FIRST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Evan Sterling Russell offer?

Evan Sterling Russell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Evan Sterling Russell's credentials?

Evan Sterling Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Sterling Russell located?

Evan Sterling Russell is based in VANCOUVER, Washington, last registered with SECURITY FIRST ADVISORS, INC..

How does Evan Sterling Russell charge for services?

Evan Sterling Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURITY FIRST ADVISORS, INC.?

SECURITY FIRST ADVISORS, INC. has approximately 7 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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