Russell Finney, financial advisor West Chester OH

Russell Finney

CRD Number: 2335691
Current Firm: Capital Advisory Services, LLC

Russell Finney (CRD# 2335691) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 29 years of experience in the finance industry. Russell Finney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Berthel, Fisher & Company Financial Services, Inc. Marion, IA Mar 2003 - Current 19
Everbank West Chester, OH Aug 2011 - Dec 2018 7
Rare Coins Of New Hampshire, Inc. West Chester, OH Apr 2011 - Dec 2018 7
Capital Advisory Services, LLC West Chester, OH Oct 2010 - Dec 2018 8
Mfi Investments Group Fairfield, OH Mar 1998 - Dec 2018 20
Capital Advisory Services, LLC West Chester, OH Jan 1994 - Dec 2018 24
Unicity Network West Chester, OH Mar 1998 - Dec 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for Russell L. Finney
Phone Number: (513) 942-7000
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $193,051
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

IN, KY, OH

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