RH
RH

Russell Harris

30 Years of Experience
Glendale, AZ
BrokerSells Insurance

Russell Harris is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Glendale, AZ, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

Loading...

Location

17505 N. 79th Ave Suite 305, Glendale, AZ, 85308

Get directions

History

Regulatory History
Clean regulatory record

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

Russell is an insurance agent since March 2022, spending a few hours per week on this activity. He is also an Investment Advisor Representative and uses a trade name for financial services, dedicating about a quarter of his time to these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
First Financial Equity Corporation
April 2010 - April 2022 · 12 yrs
First Financial Equity CorporationBroker
April 2010 - April 2022 · 12 yrs
Ameriprise Financial Services, INC.
October 2009 - March 2010 · 5 mos
Ameriprise Financial Services, INC.Broker
October 2009 - March 2010 · 5 mos
Ameriprise Advisor Services, INC.
February 2006 - October 2009 · 3 yrs 8 mos
Ameriprise Advisor Services, INC.Broker
September 2005 - October 2009 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1997 - September 2005 · 7 yrs 9 mos
Atlas Securities, INC.Broker
August 1997 - November 1997 · 3 mos
Olde Discount CorporationBroker
November 1995 - July 1997 · 1 yr 8 mos
State Registrations21 states
AZCACOCTDEFLHIILMIMTNCNJNMNVNYOHORPATXWAWI
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.