Russell
Harris

Signature Wealth Management Group LLC

CRD#6278067
Investment Advisor
in Atlanta, GA

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About this Advisor

Russell Harris is a financial advisor who works out of Atlanta, Georgia, with 2 years of industry experience. Harris works at Signature Wealth Management Group LLC. Over the course of their career, Harris has held roles at Signature Wealth Management Group, Unemployed Due To Covid19, Buckle Services LLC, Phoebe Putney Health System, Strategic Wealth Specialists, Liberty National Life Insurance Co and Assurance Realty And Property Management Group Inc. Harris maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Georgia. Signature Wealth Management Group LLC is an advisory firm based in Atlanta, GA. It has $326 million in total assets across its 1,243 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,243 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in investable assets. Signature Wealth Management Group LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules are based on the type of services. However, fees billed by Signature Wealth Management Group LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3625 Cumberland Blvd Suite 1485
Atlanta, GA 30339

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Signature Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$326,057,275

GA Average: $3,570,121,308
Total Number of Employees

10

GA Average: 58
Total Number of Accounts

1,243

GA Average: 1,608
Average Account Size

$262,315

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Russell Harris Work History

Russell has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Signature Wealth Management Group

2020 - 2020 (< 1 year)

Unemployed Due To Covid19

2019 - 2020 (1 year)

Buckle Services LLC

2016 - 2019 (3 years)

Phoebe Putney Health System

2013 - 2016 (3 years)

Strategic Wealth Specialists

2013 - 2013 (< 1 year)

Liberty National Life Insurance Co

2012 - 2013 (1 year)

Assurance Realty And Property Management Group Inc

*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 Russell Harris 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 Signature Wealth Management Group LLC

Scott Bishop
Atlanta, GA
Russell Harris
Atlanta, GA
James Sims
Atlanta, GA
Curt Mangold
Atlanta, GA

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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