TrueAdvisor
TrueAdvisor
RB
RB

Russell Beasley

Creative Financial Designs, INC.
26 Years of Experience
Lavonia, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Russell Beasley is a registered investment advisor at Creative Financial Designs, INC., based in Lavonia, GA, with 26 years of industry experience. Russell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B in assets under management.

Creative Financial Designs, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
10,566 clients
Average Client Portfolio
$278K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$7K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1234 East Main St, Lavonia, GA, 30553

Get directions

History

Regulatory History (2)
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.
Regulatory
September 2015
Final
Employment Separation After Allegations
February 2015
View Full SEC ReportHow to Read Disclosures
Other 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.
February 2017 - Present · 9 yrs 8 mos
Cfd Investments, INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Legend Advisory CORP
September 2007 - February 2015 · 7 yrs 5 mos
Legend Equities CorporationBroker
March 2007 - February 2015 · 7 yrs 11 mos
Bb&t Investment Services, INC.
December 2006 - March 2007 · 3 mos
Bb&t Investment Services, INC.Broker
September 2006 - March 2007 · 6 mos
Invest Financial CorporationBroker
November 2005 - September 2006 · 10 mos
American General Securities IncorporatedBroker
October 2002 - November 2005 · 3 yrs 1 mo
Franklin Financial Services CorporationBroker
September 1999 - October 2002 · 3 yrs 1 mo
State Registrations6 states
ALFLGANCORSC
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.
More Advisors
More financial advisors in Lavonia, GA →All financial advisors in Georgia →