Gary Russell has been President of Helium Advisors since November 2015, is a control person of the firm and directly owns under 5% of it.
Helium Advisors LLC is a Vancouver, WA firm with $234M under management, 279 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Gary Russell is Founder / Partner of Helium Advisors. He is co-founder of the firm with partner Howard Morin and previously served as Director of Wealth Management at Conover Capital Management. He has over 20 years of experience in wealth management, financial planning and retirement plan consulting.
Gary Russell’s longest registration is the current one, 10 years at Helium Advisors since 2016. Before joining Helium Advisors in 2026, Gary Russell was registered through Conover Capital Management and Conover Securities Corporation.
- Helium Advisors LLCCurrent– present · 10 yearsVancouver, WA · Adviser representative · Firm CRD 282356
- Conover Capital Management– · under a yearBellevue, WA · Adviser representative · Firm CRD 118393
- Conover Securities Corporation– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 17129
- Conover Capital Management– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 118393
- LPL Financial LLC– · 5 yearsBellevue, WA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Gary Russell is registered as an investment adviser representative in 4 states, as a resident of Texas. Each was approved in January 2026.
- CaliforniaSince 20 January 2026
- New YorkSince 20 January 2026
- TexasResidentSince 21 January 2026
- WashingtonSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 October 2006 |
| Series 7 | General Securities Representative Examination | 10 October 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Nicholas Russell
- CRD
- 4196975
- Firm
- Helium Advisors · CRD 282356
- Role
- President
- Office
- 222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, Vancouver, WA 98684
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heliumadvisors.com
Where does Gary Russell work?
Gary Russell has been President of Helium Advisors LLC since November 2015, and is a control person of the firm.
Is Gary Russell a financial advisor?
Yes. Gary Russell has a current investment-adviser registration in California, New York, Texas and Washington, through Helium Advisors since January 2026.
How many years of experience does Gary Russell have?
Gary Russell has 21 years in the financial industry, since February 2005, across 4 adviser firms.
What exams has Gary Russell passed?
Gary Russell has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 2000. FINRA credited Gary Russell with the SIE, which began in October 2018.
Where did Gary Russell work before Helium Advisors?
Before Helium Advisors, Gary Russell was registered through Conover Capital Management, October 2015 to April 2016; Conover Securities Corporation, February 2013 to April 2016; Conover Capital Management, August 2012 to August 2015; LPL Financial LLC, October 2006 to September 2012.
Where is Gary Russell based?
Gary Russell’s registered office is in Vancouver, WA.
Is Gary Russell registered with FINRA?
No. Gary Russell has no current broker registration.
How can I verify Gary Russell’s record?
Search CRD 4196975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Russell’s full registration record.
