RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brian Lee Russell
- Business email
- brianrussell@valorfs.netreportedvalorfs.netfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Valor Financial Services, LLC independent RIA currentsince Jan 1, 2025 · Knoxville, Tn
- Flagship Harbor Advisors, LLC independent RIAApr 29, 2020 to Jun 11, 2020 · Boston, Ma
- Knox Wealth Partners Advisory independent RIAJul 12, 2017 to Jun 2, 2020 · Knoxville, Tn
- LPL Financial LLC BD affiliatedOct 6, 2009 to Jun 25, 2020 · Knoxville, Tn
- Edward Jones national BDMay 7, 2007 to Oct 6, 2009 · Knoxville, Tn
- LPL Financial LLC to Knox Wealth Partners Advisoryleft Jun 25, 2020, registered Jul 12, 2017 (-1079 days) · Other · moved with a team
- Flagship Harbor Advisors, LLC to Valor Financial Services, LLCleft Jun 11, 2020, registered Jan 1, 2025 (1665 days) · RIA to RIA
- Knox Wealth Partners Advisory to Flagship Harbor Advisors, LLCleft Jun 2, 2020, registered Apr 29, 2020 (-34 days) · RIA to RIA · moved with a team
- Edward Jones to LPL Financial LLCleft Oct 6, 2009, registered Oct 6, 2009 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address