Robert Russell, financial advisor Birmingham AL

Robert Russell

CRD Number: 7560370
Current Firm: Sagespring Wealth Partners

Robert Russell (CRD# 7560370) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sagespring Wealth Partners Homewood, AL May 2022 - Current 2
Raymond James Financial Services, Inc. Homewood, AL May 2022 - Current 2
The University Of Alabama Tuscaloosa, AL Aug 2019 - May 2023 3
Southwestern Investment Group Homewood, AL May 2022 - Aug 2022 < 1
Cahaba Wealth Management Birmingham, AL Jan 2022 - May 2022 < 1
Hewitt-trussville High School Trussville, AL Aug 2015 - Aug 2019 4
Complete Cleaners Trussville, AL Jan 2019 - Jun 2019 < 1
Office Depot Trussville, AL Feb 2017 - Feb 2018 1
Hewitt-trussville Middle School Trussville, AL Aug 2014 - Aug 2015 1
Clay-chalkville Middle School Clay, AL Jun 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Robert C. Russell
Phone Number: 615-861-6100
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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