Russell Beasley
Russell Beasley is a registered investment advisor at Creative Financial Designs, INC., based in Lavonia, GA, with 25 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
1234 East Main St, Lavonia, GA, 30553
Get directionsHistory
Regulatory History (2)
Regulatory
September 2015Employment Separation After Allegations
February 2015Other Business ActivitiesSells Insurance
Russell works for Beasley Tax Service preparing taxes, dedicating about a quarter of his time. He also sells life, health, and annuity insurance products, spending minimal time on this activity, and teaches math at Foothills Charter School for about 10-20% of his time.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Legend Advisory CORP
Legend Equities CorporationBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Invest Financial CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations6 states
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.