Caroline
Russell
One Day In July LLC
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About this Advisor
Caroline Russell is a financial advisor based in Burlington, Vermont, working with One Day In July LLC. Caroline has previously held positions at One Day In July LLC, Ck Kessler Creative LLC, Parlor Skis, Onion River Outdoors, Nordica Usa Corp, University Of Vermont, Hosmer Point Camp, and Onion River Sports. Caroline has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Caroline is part of One Day In July LLC, which operates out of Burlington, Vermont. The firm has 5 offices and 20 employees. The firm manages assets totaling $1.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at One Day In July LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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One Day In July LLC Brokerage Details
$1,089,449,663
20
3,737
$291,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Caroline Russell Work History
One Day In July LLC
One Day In July LLC
Ck Kessler Creative LLC
Onion River Outdoors
Parlor Skis
Nordica Usa Corp
Hosmer Point Camp
University Of Vermont
Onion River Sports
Disclosures
Please visit the SEC profile of Caroline 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 One Day In July LLC
Vergennes, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Northampton, MA
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