Brian
Russell

Rubicon Advisors

CRD#4731676
Investment Advisor
in Redding, CA

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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

Series 63, Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1640 East Cypress Suite A
Redding, CA 96002

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Rubicon Advisors Brokerage Details

Total Assets Under Management

$287,237,394

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

18

CA Average: 43
Total Number of Accounts

1,909

CA Average: 3,727
Average Account Size

$150,465

CA Average: $2,033,427

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.*

2015 - Present (9 years)

Rubicon Advisors

2012 - Present (12 years)

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

Nicholas Boero
Redding, CA
Brian Russell
Redding, CA
John Winn
Redding, CA
Brian Stephens
Redding, CA
Eric Bates
Redding, CA
Steven Boero
Redding, CA
Randy Baldwin
Redding, CA
Andrew Tenaglia
Redding, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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