Russell JeffreyCRD Number: 1109478
Current Firm: Providence Investment Management, LP
Russell Jeffrey (CRD# 1109478) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 13 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Providence Investment Management, LLC||Providence, RI||Nov 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management1,624MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$405,964,471
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)