Christopher G. Russell

TEMPUS PECUNIA

San Diego, CA

Some features on this profile are disabled

CRD#: 5885334

Professional summary

Christopher Gregory Russell, CFP® is a registered financial advisor currently at TEMPUS PECUNIA located in San Diego, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Employee and Employer Plan Ben...

Business Succession Planning

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Small Business Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Estate & Generational Planning...

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.

Chris Russell is currently employed as President in 1789 West. The company provides business consulting to small and mid size businesses. This activity accounts for approximately 50% of their time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gregory Russell'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^®

RIA

CRD#: 147363

SAN DIEGO, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(3/27/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2013

Uniform Investment Adviser Law Examination

Current Firm

TEMPUS PECUNIA

4405 LLC | TEMPUS PECUNIA

CRD#: 300566 / SEC#:

California

Registered Investment Advisory firm - (3/27/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

San Diego, CA

Mailing Address

Phone number

(858) 598-4407

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 18,821,992

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher G. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gregory Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEMPUS PECUNIA

PURE FINANCIAL ADVISORS, LLC

GUPTA WEALTH MANAGEMENT, LLC

MARINER WEALTH

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2013

Current Firm

TEMPUS PECUNIA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEMPUS PECUNIA

TRUST BUT VERIFY

Contact information

Similar Advisors