Brian
Russell

Rubicon Advisors

CRD#4731676
Investment Advisor
in Redding, CA

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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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1640 East Cypress Suite A
Redding, CA 96002

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Rubicon Advisors Brokerage Details

Total Assets Under Management

$293,849,084

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

1,752

CA Average: 3,727
Average Account Size

$167,722

CA Average: $2,033,427

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

2015 - Present (9 years)

Rubicon Advisors

2012 - Present (12 years)

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

John Winn
Redding, CA
Nicholas Boero
Redding, CA
Kevin Crandell
Redding, CA
Brian Russell
Redding, CA
Brian Stephens
Redding, CA
Eric Bates
Redding, CA
Steven Boero
Redding, CA
Mark Motell
Redding, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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