RC
CFP
RC
CFP

Russell James Campbell

6 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Loading...

Location

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

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 Activities

Russell is a limited partner in Cherrish, a sports drink company, since 2018. He is a non-active member and spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Provise Management Group, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Ambassador Advisors, LLC
August 2019 - January 2021 · 1 yr 5 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.