RH
RH

Russell Harrison

29 Years of Experience
Portland, OR
Broker

Russell Harrison is a registered investment advisor at Stancorp Investment Advisers, INC., based in Portland, OR, with 29 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103,728 clients with $34B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Investment management only (planning not offered)

StanCorp Investment Advisers provides investment advice to retirement plans and their participants. They offer various asset allocation models, including Target Risk, Guided Portfolios, and Target Age Portfolios. They also offer Mainspring Managed, a discretionary asset allocation program. No portfolio management fees are charged for the firm's investment models. Fees for investment advisory services will not exceed 0.06% of the value of the plan assets. Participants in Mainspring Managed may be subject to a monthly fee schedule.

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Location

1100 SW Sixth Avenue, Portland, OR, 97204

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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.

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Employment History
Current Registrations
Stancorp Investment Advisers, INC.
April 2023 - Present · 3 yrs 1 mo
Stancorp Equities, INC.
January 2023 - Present · 3 yrs 4 mos
Stancorp Equities, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Securian Financial Services, INC.Broker
August 2020 - December 2022 · 2 yrs 4 mos
Stancorp Investment Advisers, INC.
March 2012 - July 2020 · 8 yrs 4 mos
Stancorp Equities, INC.Broker
August 2011 - July 2020 · 8 yrs 11 mos
Oneamerica Securities, INC.Broker
November 1999 - August 2011 · 11 yrs 9 mos
American United Life Insurance CompanyBroker
November 1999 - December 2001 · 2 yrs 1 mo
Park Avenue Securities LLCBroker
May 1999 - October 1999 · 5 mos
Guardian Investor Services CorporationBroker
August 1998 - May 1999 · 9 mos
Transamerica Securities Sales CorporationBroker
April 1996 - August 1998 · 2 yrs 4 mos
State Registrations1 state
CA
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.
Russell Harrison - Financial Advisor | TrueAdvisor