Russell Ballew
Russell Ballew is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tracy, CA, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
145 W. 10th Street, Suite 140, Tracy, CA, 95376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell is writing a book about the role of faith in enterprise, dedicating a few hours per week to this project. He is also the owner and operator of Wellspring International Capital Partners LLC, through which he provides financial advisory services, taking about half of Russell's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations23 states
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