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Russell Bacon

23 Years of Experience
St Louis, MO
BrokerSells Insurance

Russell Bacon is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 23 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

13303 Manchester Rd, St Louis, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Russell is involved with Montgomery Wealth Management, which includes fixed insurance and securities business. He is also a board member for Money Smarts School of Finance for Children, a non-profit organization, dedicating minimal time to curriculum development, activity planning, and growth strategy.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
February 2012 - Present · 14 yrs 3 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - March 2024 · 12 yrs 1 mo
Pacific West Financial Consultants INC
July 2006 - February 2012 · 5 yrs 7 mos
Pacific West Securities, INC.Broker
July 2006 - February 2012 · 5 yrs 7 mos
Next Financial Group, INC.
June 2006 - July 2006 · 1 mo
Next Financial Group, INC.Broker
February 2003 - July 2006 · 3 yrs 5 mos
Citadel Investment Services, INC.Broker
June 2002 - March 2003 · 9 mos
State Registrations3 states
FLMOTX
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.