TrueAdvisor
TrueAdvisor
BR
BR

Brian Bradley Russell

Rubicon Advisors
21 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Rubicon Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,278 clients
Average Client Portfolio
$266K average
Assets Under Management
$340.2M

Fee Structure

Financial Planning:Investment management only

Location

1640 East Cypress, Suite A, Redding, CA, 96002

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History

Regulatory History (1)
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Customer Dispute
November 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian spends about 5% of his time selling life, health, long-term care, disability, and fixed annuity insurance products through Rubicon Advisors. He also dedicates nearly full-time hours as an Investment Advisor Representative (IAR) with Rubicon Advisors, providing investment advisory services.

Employment History
Current Registrations
Rubicon Advisors
March 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2012 - September 2016 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - June 2012 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - June 2012 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2009 · 1 yr 8 mos
Wells Fargo Advisors, LLC
January 2008 - September 2009 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
August 2007 - January 2008 · 5 mos
Ameritas Investment CORP.Broker
January 2004 - August 2007 · 3 yrs 7 mos
State Registrations18 states
AKAZCACOCTFLIDKYMAMIMTOHORSCSDTXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.