Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Keller is a financial advisor who has been working in the industry since 2009. Keller holds FINRA Series 6, 7, 63 and 66 licenses and is registered with Cary Street Partners. Previously, Keller worked for Wells Fargo Advisors Financial Network, LLC and XTENT Financial Group, Inc. In addition to advising individuals and families, Keller also provides financial planning services for businesses. Keller's practice focuses on providing personalized investment advice and financial planning services to meet the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
VA
11/02/2018 - Present
Cary Street Partners (Glen Allen VA)
VA
01/14/2011 - 11/05/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
01/01/2010 - 01/20/2011
XTENT FINANCIAL GROUP, INC. (MIDLOTHIAN VA)
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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