Gene
Russell
Foundations Investment Advisors LLC
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About this Advisor
Gene Russell is a financial advisor based in Phoenix, Arizona with 1 year of relevant experience. Russell is on the advisory team at Foundations Investment Advisors LLC. During their career, Russell has held roles at Nextphase Financial, Bob Brown Buick Gmc, Sentry Insurance, Nationwide Insurance, Whitney - Kuhn, LLC and Foundations Investment Advisors, LLC. Russell has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Iowa, Kansas and Missouri. Foundations Investment Advisors LLC is a registered investment firm based in Phoenix, AZ. It has offices in 85 locations and a total of 229 financial advisors. It has $4 billion in assets across its 34,273 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises one charities and foundations. Of its 34,273 customer accounts, 15% are held by high-net-worth clients who have more than $1 million in assets. Foundations Investment Advisors LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is provided. Fees charged by Foundations Investment Advisors LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gene Russell Work History
Gene has been registered as a financial advisor for 1 years.*
Foundations Investment Advisors, LLC
Nextphase Financial
Whitney - Kuhn, LLC
Bob Brown Buick Gmc
Sentry Insurance
Nationwide Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gene Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Sarasota, FL
Warren, ME
Phoenix, AZ
Plymouth, MA
Moultonborough, NH
Wayzata, MN
Phoenix, AZ
Phoenix, AZ
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