Brian Russell
Brian Russell is a registered investment advisor at Rubicon Advisors, based in Redding, CA, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,391 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rubicon Advisors offers investment management through Comprehensive Portfolio Management and LPL Sponsored Advisory Programs. The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable and billed quarterly in advance. LPL Sponsored Advisory Programs have maximum annual fees up to 1.80%, except for Guided Wealth Portfolio, which has a maximum of 1.35%.
Location
1640 East Cypress, Suite A, Redding, CA, 96002
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Ameritas Investment CORP.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.