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MR

Marc Russell

Q3 ADVISORS
Provo, UT
·CRD# 7501389·4 years experience

Professional Summary

Marc Russell is a registered financial advisor currently at Q3 ADVISORS, LLC located in Provo, Utah. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marc has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

Q3 ADVISORS, LLC·CRD# 284220
RIA
Provo, UT
January 9, 2026 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC·CRD# 329878
RIA
Orem, UT
March 5, 2024 - January 2, 2026
DFPG INVESTMENTS, LLC·CRD# 155576
BD
Orem, UT
June 27, 2023 - January 2, 2026
DIVERSIFY WEALTH MANAGEMENT LLC·CRD# 145593
RIA
Orem, UT
February 9, 2022 - July 17, 2024

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Current Firm

QA
Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - SEC (2/21/2024 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/17/2024 Terminated)
California
Registered Investment Advisory firm - California (5/17/2024 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/17/2024 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/17/2024 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (4/26/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (4/30/2024 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (4/22/2024 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (4/17/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/17/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (5/9/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Arvada, CO

Mailing Address

7314 Ralston Rd, Arvada, CO 80002

Phone Number

(720) 730-9892

# of Employees

14

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/3/2026)

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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.

I run an Etsy shop with my kids selling freeze dried candy under an LLC called Contra Capital. No investment advice given.

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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".
QA
Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - SEC (2/21/2024 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/17/2024 Terminated)
California
Registered Investment Advisory firm - California (5/17/2024 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/17/2024 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/17/2024 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (4/26/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (4/30/2024 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (4/22/2024 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (4/17/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/17/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (5/9/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Utah
(1/9/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2023About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2022About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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MR
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