Brian
Russell
Rubicon Advisors
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About this Advisor
Brian Russell is a financial advisor based in Redding, California, working with Rubicon Advisors. Brian has previously held positions at Lpl Financial, LLC and Rubicon Advisors. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Oregon, and Texas. Currently, Brian is part of Rubicon Advisors, which operates out of Redding, California. The firm has 5 offices and 17 employees. The firm manages assets totaling $293.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Rubicon Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rubicon Advisors Brokerage Details
$293,849,084
17
1,752
$167,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Russell Work History
Rubicon Advisors
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Brian 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 Rubicon Advisors
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
Redding, CA
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