Eli Russell (CRD# 6586371) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Dunwoody, GA | Jul 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Ponte Vedra Beach, FL | Oct 2017 - Jul 2020 | 2 |
| Sunglass Hut | Fayetteville, AR | Dec 2016 - Aug 2017 | < 1 |
| Springdale Liquor Association | Springdale, AR | Jun 2016 - Dec 2016 | < 1 |
| Northwestern Mutual | Fayetteville, AR | Dec 2015 - Jun 2016 | < 1 |
| Springdale Liquor Association | Springdale, AR | Jun 2015 - Dec 2015 | < 1 |
| Stonebridge Golf Course | Fayetteville, AR | Dec 2014 - Jun 2015 | < 1 |
| School | Fayetteville, AR | Aug 2014 - Dec 2014 | < 1 |
| Baliey Ranch Golf Course | Owasso, OK | Jun 2014 - Aug 2014 | < 1 |
| Pinnacle Country Club | Rogers, AZ | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- GA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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