Russell Beasley, financial advisor Lavonia GA

Russell Beasley

CRD Number: 3230076
Current Firm: Creative Financial Designs, Inc.

Russell Beasley (CRD# 3230076) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lavonia, GA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Financial Designs Kokomo, IN Jan 2017 - Current 7
Cfd Investments Kokomo, IN Feb 2016 - Current 8
Foothills Charter School Comer, GA Jul 2009 - Current 14
Legend Equities Corporation Palm Beach Gardens, FL Mar 2007 - Feb 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Russell B. Beasley
Phone Number: 765-453-9600
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,082
    MILLIONS
  • Total Number of Accounts
    12,377
    ACCOUNTS
  • Average Account Value
    $168,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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