TrueAdvisor
TrueAdvisor
AB
AB

Adam Richard Burleson

Russell Investments
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Russell Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
August 2015 - Present · 10 yrs 6 mos
Russell Investments Financial Services, LLC
August 2015 - Present · 10 yrs 6 mos
Russell Investments Financial Services, LLCBroker
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2013 - July 2015 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
May 2013 - July 2015 · 2 yrs 2 mos
Edward Jones
August 2010 - May 2013 · 2 yrs 9 mos
Edward JonesBroker
June 2010 - May 2013 · 2 yrs 11 mos
State Registrations2 states
FLWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.