Unclaimed
Brian Dean Causey is a financial advisor registered with Russell Investments Implementation Services, LLC. Brian has been in the industry since August 3, 2004 and is registered in Washington. Brian's firm provides financial advice for a variety of clients including insurance companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The firm manages over 82 billion dollars in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
08/04/2004 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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