Robert Russell is a ChFC-designated registered investment advisor, based in Birmingham, AL, with 43 years of industry experience.
Location
Mountain Brook Center, 2700 Highway 280, Suite 206 West, Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the owner/producer of R.S. Russell Financial Group Inc., focusing on insurance and financial services, dedicating nearly full-time hours to this role. He also manages several real estate and holding companies, and acts as treasurer for a family partnership.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.