Timothy Russell, financial advisor Douglassville PA
93 score

Timothy Russell

CRD Number: 3075251
Current Firm: Geneos Wealth Management, Inc.

Timothy Russell (CRD# 3075251) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Managment Inc. Douglassville, PA Dec 2006 - Current 10
The Life Financial Group Douglassville, PA Dec 2006 - Current 10
Commerce Bank King Of Prussia, PA Aug 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Timothy J. Russell
Phone Number: 303-785-8470
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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