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Brian Lee Russell

Valor Financial Services, LLC

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About Brian Lee Russell

Brian Lee Russell is a financial advisor working with Valor Financial Services, LLC. Brian has been in the financial industry since 1999. Brian holds licenses to provide financial services in Tennessee. Brian has previously worked with LPL Financial LLC, Edward Jones, American Express Financial Advisors Inc., and IDS Life Insurance Company. Brian has a combined total of 1,580 clients and $240,528,892 in assets under management. Brian's firm provides financial planning and portfolio management for individuals and businesses.

Firm Information

Brian Russell is currently registered with Valor Financial Services, LLC. Valor Financial Services, LLC is a registered investment advisor based in Knoxville, TN. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $240.5 million in assets for 1,580 accounts.
Valor Financial Services, LLC

10820 MURDOCK DRIVE

KNOXVILLE, TN 37932

$240.53M

Assets Under Management

Not reported

Total Clients

2

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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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

TN

06/03/2020 - Present

Valor Financial Services, LLC (KNOXVILLE TN)

TN

10/02/2009 - 06/25/2020

LPL FINANCIAL LLC (KNOXVILLE TN)

TN

12/16/2002 - 10/06/2009

EDWARD JONES (KNOXVILLE TN)

MN

10/13/1999 - 12/16/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/13/1999 - 12/16/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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