Brian
Russell
Rubicon Advisors
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About this Advisor
Brian Russell is a financial advisor who works out of Redding, California who has 8 years of industry experience. Russell is on the advisory team at Rubicon Advisors. Throughout their career, Russell has worked at Lpl Financial, LLC and Rubicon Advisors. Russell has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in California, Oregon and Texas. Rubicon Advisors is a business that has its headquarters in Redding, CA. The investment advisory business has offices in six locations and a total of 18 employees. It handles $287 million in total assets between its 1,909 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,909 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Rubicon Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubicon Advisors Brokerage Details
$287,237,394
18
1,909
$150,465
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Russell Work History
Brian has been registered as a financial advisor for 8 years.*
Rubicon Advisors
Lpl Financial, LLC
*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 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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