Unclaimed
Russell Cumbea is a financial advisor with over 30 years of experience in the industry. Russell is registered with Commonwealth Financial Network and has been associated with the firm since October 2024. Russell previously worked with First Investors Corporation. Russell has been providing financial advice to clients in the Glen Allen, Virginia area since 1991. Russell is a licensed securities professional and has a Series 6, Series 63, and Series 65 licenses. Russell is also a Registered Representative and an Investment Advisor Representative. Russell is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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VA
10/18/2024 - Present
Commonwealth Financial Network (Glen Allen VA)
NJ
08/20/1990 - 02/04/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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