Philip Russell
Philip Russell is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lockport, NY, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
247 East Ave, Lockport, NY, 14094
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Regulatory History (1)
Financial
March 2017Other Business ActivitiesSells Insurance
Philip is a board member for the Society of Financial Services Professionals and the Barker Lions, and a notary. He is also an independent insurance agent and an advisory representative of a RIA, spending about half of his time in this role, and works as a substitute teacher a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Commonwealth Financial NetworkBroker
AXA Advisors, LLCBroker
Tower Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.