Russell
Andrews

Tcfg Investment Advisors, LLC

CRD#1702479
Investment Advisor
in Basalt, CO

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About this Advisor

Russell Andrews is a financial advisor based in Basalt, Colorado, working with Tcfg Investment Advisors, LLC. Russell has previously held positions at Ameriprise Financial Services, Inc, First Financial Equity Corp, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, and Tcfg Insurance Solutions, LLC. Russell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Delaware, Georgia, New York, Pennsylvania, Texas, and Utah. Currently, Russell is part of Tcfg Investment Advisors, LLC, which operates out of Basalt, Colorado. The firm has 19 offices and 25 employees. The firm manages assets totaling $506.8 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Tcfg Investment Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

310 Market Street First Floor
Basalt, CO 81621

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Tcfg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$506,774,284

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

25

CO Average: 43
Total Number of Accounts

2,441

CO Average: 3,727
Average Account Size

$207,609

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Russell Andrews Work History

2020 - Present (5 years)

Tcfg Wealth Management, LLC

2020 - Present (5 years)

Tcfg Investment Advisors, LLC

2020 - Present (5 years)

Tcfg Insurance Solutions, LLC

2015 - Present (10 years)

First Financial Equity Corp

2009 - 2015 (6 years)

Ameriprise Financial Services, Inc

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Disclosures

Please visit the SEC profile of Russell Andrews 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 Tcfg Investment Advisors, LLC

Don Dumas
Laguna Niguel, CA
Tommy Fausett
Laguna Niguel, CA
Robert Milan
Canton, OH
Michael Halla
Manitowoc, WI
Steven King
Laguna Niguel, CA
Alysia Lindberg
Camarillo, CA
Willy Tan
La Habra, CA
Michael Herlevi
Laguna Niguel, 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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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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