David Russell, financial advisor Louisville KY

David Russell

CRD Number: 850934
Current Firm: Atlas Brown
Compensation Model: Both
David Russell (CRD# 850934) is an Investment Advisor Representative working at Atlas Brown in Louisville, KY and has over 33 years of experience in the finance industry.
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Company Name Location Dates Years
Atlas Brown Louisville, KY May 2014 - Current 9
Private Client Services, LLC Louisville, KY Nov 2015 - Dec 2019 4
Purshe Kaplan Sterling Investments Albany, NY Jul 2014 - Nov 2015 1
Bank Of America, N.a. Louisville, KY Dec 2009 - May 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville, KY Oct 1984 - May 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for David B. Russell
By the Numbers
  • Total Assets Under Management
    430
    MILLIONS
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $420,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, IN, KY, LA, OH, TN, TX

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