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David Brower Russell

Atlas Brown

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About David Brower Russell

David Brower Russell is a financial advisor with Atlas Brown based in LOUISVILLE, KY. David has been in the industry since 1978 and has a wide range of experience working with clients. David offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

David Russell is currently registered with Atlas Brown. Atlas Brown is an investment advisor headquartered in LOUISVILLE, KY, United States. The firm has 7 investment adviser representatives and manages approximately $455,213,189 in regulatory assets. Atlas Brown provides financial planning, portfolio management for businesses and individuals, and selection of other advisers. They primarily serve individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Their website is HTTPS://WWW.ATLASBROWN.COM.
Atlas Brown

333 EAST MAIN STREET

LOUISVILLE, KY 40202-1259

$455.21M

Assets Under Management

17

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Russell’s Registration & Firm History

KY

12/06/2022 - Present

Atlas Brown (LOUISVILLE KY)

KY

11/30/2015 - 12/09/2019

PRIVATE CLIENT SERVICES, LLC (Louisville KY)

KY

07/25/2014 - 12/03/2015

PURSHE KAPLAN STERLING INVESTMENTS (Louisville KY)

KY

10/01/1984 - 05/23/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

NA

10/20/1982 - 09/28/1984

J.J.B. HILLIARD, W.L. LYONS, INC.

NA

04/10/1978 - 10/14/1978

IDS LIFE INSURANCE COMPANY

NA

04/10/1978 - 10/14/1978

IDS MARKETING CORPORATION

NA

04/10/1978 - 10/14/1978

INVESTORS DIVERSIFIED SERVICES, INC.

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Licenses & Designations

IA

Issued 07/28/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 10/16/1982

Series 7 - General Securities Representative Examination

BC

Issued 03/28/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Brower Russell.
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