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Russell Telfer

6 Years of Experience
Parker, CO
BrokerSells Insurance

Russell Telfer is a registered investment advisor, based in Parker, CO, with 6 years of industry experience.

Location

5407 Ben Park Circle, Parker, CO, 80134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Russell is an Investment Advisor Representative at The Ameriflex Group, dedicating full-time hours to investment advice. He also works as an insurance agent, spending a few hours per week constructing and selling life insurance policies.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
May 2022 - Present · 4 yrs
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
May 2022 - September 2023 · 1 yr 4 mos
Inflection Advisors
September 2019 - April 2022 · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
July 2019 - September 2019 · 2 mos
State Registrations6 states
CACOILORWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Russell Telfer - Financial Advisor | TrueAdvisor