Unclaimed Profile

David Glen Dowell

RUSSELL CAPITAL MANAGEMENT, LLC·LEXINGTON, Kentucky

SIE, Series 3, Series 7, Series 8, Series 63, Series 65Clean record26 years registeredRUSSELL CAPITAL MANAGEMENT, LLC

476 E HIGH ST, LEXINGTON, KY 40507CRD# 1054637Firm CRD# 109513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Glen Dowell · LEXINGTON, KY

Registration

CRD #1054637 · RUSSELL CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MERIDIAN WEALTH MANAGEMENT, LLC

Sep 2020 – present

RUSSELL CAPITAL MANAGEMENT, LLC

Jul 2004 – Nov 2020

LEXINGTON, KY

UBS FINANCIAL SERVICES INC.

Aug 2000 – Jul 2004

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUSSELL CAPITAL MANAGEMENT, LLC

CRD 109513 · SEC 801-56914

AUM

$252M

Regulatory assets under management

Employees

606 client accounts

Services offered by RUSSELL CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RUSSELL CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Glen Dowell offer?

David Glen Dowell specializes in Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are David Glen Dowell's credentials?

David Glen Dowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Glen Dowell located?

David Glen Dowell is based in LEXINGTON, Kentucky, working with RUSSELL CAPITAL MANAGEMENT, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does David Glen Dowell charge for services?

David Glen Dowell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUSSELL CAPITAL MANAGEMENT, LLC?

RUSSELL CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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