Bradford Russell is a registered investment advisor at Chevron Financial, based in Pineville, NC, with 3 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 21 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chevron Financial charges an annual fee based on the value of your portfolio. The exact percentage is negotiable and detailed in your Investment Advisory Contract. Assets managed without an active Investment Advisory Contract will be charged a 2.00% annual fee.
Location
Pineville, NC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford works as an insurance broker. This activity is insurance-related.
Employment History
Current Registrations
Chevron Financial
State Registrations1 state
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.