Russell
Robertson
Wealthcrest Financial Services, LLC
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About this Advisor
Russell Robertson is a certified financial planner and chartered financial consultant who works in Springfield, Virginia, who has 15 years of relevant experience. Robertson is on the advisory team at Wealthcrest Financial Services, LLC. Over the course of their career, Robertson has held roles at Cambridge Investment Research, Inc and Wealthcrest Financial Services, LLC. Robertson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland, North Carolina, Texas and Virginia. Wealthcrest Financial Services, LLC is a financial advisory firm headquartered in Springfield, VA. It has offices in two locations and a total of seven people on staff. It oversees $295 million in assets between its 1,037 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,037 accounts, 29% are held by high-net-worth individuals who have greater than $1 million in investable assets. Wealthcrest Financial Services, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Wealthcrest Financial Services, LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcrest Financial Services, LLC Brokerage Details
$295,288,192
7
1,037
$284,752
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Russell Robertson Work History
Russell has been registered as a financial advisor for 15 years.*
Wealthcrest Financial Services, LLC
Cambridge Investment Research, 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 Robertson 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 Wealthcrest Financial Services, LLC
Springfield, VA
Springfield, VA
Springfield, VA
Springfield, VA
Springfield, VA
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.
