Russell G. Robertson
WEALTHCREST FINANCIAL SERVICES
Springfield, VA 22150
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CRD#: 5457713
Professional summary
Russell Goodman Robertson, CFP®, ChFC® is a registered financial advisor currently at WEALTHCREST FINANCIAL SERVICES, LLC located in Springfield, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Springfield, Virginia.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Russell has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) USMA CLASS OF 1958 ENDOWMENT BOARD, WEST POINT, NY, BOARD MEMBER, NIR, 4 HRS/YR 0 HRS/YR TRADING. 2) WEALTHCREST EDUCATIONAL SERVICES LLC, 7880 BACKLICK RD, STE 1, SPRINGFIELD, VA, 1/2008, COURSE DIRECTOR, EDUCATIONAL SERVICES, NIR, 20 HRS/MO, 20 HRS/MO TRADING. 3) PLANNING INC, 7010 LITTLE RIVER TURNPIKE, SUITE 140, ANNANDALE, VA, 1/2016, INSTRUCTOR, NIR, 14 HRS/MO 14 HRS/MO TRADING. 4) WEALTHCREST FINANCIAL SERVICES, 7880 BACKLICK DR, STE 1, SPRINGFIELD, VA, 10/2007, AS ADVISORY REP OF A RIA, INV REL, 160 HRS/MO, 40 HRS/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Goodman Robertson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
February 7, 2008 - Present
WEALTHCREST FINANCIAL SERVICES, LLC
Office #1: 7880 Backlick Road Suite One, Springfield, VA 22150RIA
CRD#: 130049
Springfield, VA
Current
January 1, 2008 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 7880 Backlick Rd Ste 1, Springfield, VA 22150BD
CRD#: 39543
Springfield, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WEALTHCREST FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH, INC | WEALTHCREST FINANCIAL SERVICES, LLC | PROVIDIUM FINANCIAL PLANNING, LLC
CRD#: 130049 / SEC#: 801-110730
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/23/2017 Terminated)Maryland
Registered Investment Advisory firm - (6/23/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/21/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Kansas(5/10/2024)
IAR
Maryland(4/2/2015)
RR
North Carolina(8/13/2020)
IAR
North Carolina(7/13/2021)
RR
Tennessee(9/2/2025)
RR
Texas(1/3/2017)
IAR
Texas(9/9/2019)
RR
Virginia(2/7/2008)
IAR
Virginia(2/7/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WF
WEALTHCREST FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH, INC | WEALTHCREST FINANCIAL SERVICES, LLC | PROVIDIUM FINANCIAL PLANNING, LLC
CRD#: 130049 / SEC#: 801-110730
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/23/2017 Terminated)Maryland
Registered Investment Advisory firm - (6/23/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7880 Backlick Road Suite One, Springfield, VA 22150
Mailing Address
Phone number
(703) 372-1717
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 408 |
| AUM (Assets Under Management) | $ 426,047,872 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
