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Brian Bradley Russell

Rubicon Advisors

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About Brian Bradley Russell

Brian Bradley Russell is a financial advisor with over 19 years of experience in the financial services industry. Brian is a registered representative with LPL Financial, LLC and an Investment Advisor Representative with Rubicon Advisors. Brian has a strong track record of providing personalized financial advice to individuals, families, and businesses. Brian has a wide range of experience in financial planning, investment management, and insurance. He is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Brian Russell is currently registered with Rubicon Advisors. Rubicon Advisors is an investment advisor headquartered in Redding, California. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have over $293 million in regulatory assets under management and offer a wrap fee program.
Rubicon Advisors

1640 EAST CYPRESS

REDDING, CA 96002

$293.85M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Russell’s Registration & Firm History

CA

06/16/2022 - Present

Rubicon Advisors (REDDING CA)

CA

09/11/2009 - 06/18/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)

CA

01/01/2008 - 09/11/2009

WELLS FARGO ADVISORS, LLC (NAPA CA)

CA

08/16/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (NAPA CA)

OR

01/01/2004 - 08/29/2007

AMERITAS INVESTMENT CORP. (GRANTS PASS OR)

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Licenses & Designations

BOTH

Issued 10/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Bradley Russell. Review regulatory record here.
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