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Connie Russell

41 Years of Experience
Vesuvius, VA
1 DisclosureBroker

Connie Russell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vesuvius, VA, with 41 years of industry experience. Connie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Vesuvius, VA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2003
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLC
August 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - August 2020 · 17 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2020 · 17 yrs 1 mo
Prudential Securities Incorporated
December 2001 - July 2003 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
November 1986 - July 2003 · 16 yrs 8 mos
Ids Marketing CorporationBroker
December 1984 - September 1986 · 1 yr 9 mos
Ids Financial Services INC.Broker
December 1984 - September 1986 · 1 yr 9 mos
State Registrations10 states
ALCACOFLGAIDNCOHVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Connie Russell - Financial Advisor | TrueAdvisor