RU
ChFC
RU
ChFC
Russel Urffer is a ChFC-designated registered investment advisor, based in Etters, PA, with 51 years of industry experience.
Location
Etters, PA
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Regulatory History (1)
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Judgment / Lien
March 2006Other Business ActivitiesSells Insurance
Russel is the president of MidAtlantic Insurance Consultants Ltd, a wholesale distributor of life, disability, annuity, and long-term care insurance, dedicating nearly full-time hours to this role. He also serves as treasurer on the board of Harrisburg Forest #43 Tall Cedars of Lebanon International, spending a few hours per week, and holds power of attorney for his son.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
March 2008 - February 2025 · 16 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
January 2007 - February 2025 · 18 yrs 1 mo
Fortune Financial Services, INC.Broker
August 2004 - December 2006 · 2 yrs 4 mos
Hackett Associates, INC.Broker
December 1999 - August 2004 · 4 yrs 8 mos
Fortis Investors, INC.Broker
January 1996 - July 1999 · 3 yrs 6 mos
T.H.E. Financial Group, LTDBroker
March 1993 - June 1996 · 3 yrs 3 mos
Hackett Associates, INC.Broker
May 1991 - October 1992 · 1 yr 5 mos
Hartford Equity Sales Company INC.Broker
August 1987 - July 1992 · 4 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1974 - August 1987 · 13 yrs 6 mos
John Hancock Distributors, INC.Broker
February 1974 - July 1987 · 13 yrs 5 mos
State Registrations9 states
AZCOFLMDNCNJPASCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.