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Carla Custis Russell

MARKET CONCEPTS, LLC·CHARLOTTESVILLE, Virginia
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300 HICKMAN RD, CHARLOTTESVILLE, VA 22911CRD# 5671484Firm CRD# 143838
01

About

Carla Custis Russell is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with MARKET CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MARKET CONCEPTS, LLC
MARKET CONCEPTS, LLC
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MARKET CONCEPTS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5671484
Firm CRD# 143838
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carla Custis Russell offer?
Carla Custis Russell specializes in Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Carla Custis Russell's credentials?
Carla Custis Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carla Custis Russell located?
Carla Custis Russell is based in CHARLOTTESVILLE, Virginia, working with MARKET CONCEPTS, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Carla Custis Russell charge for services?
Carla Custis Russell's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKET CONCEPTS, LLC?
MARKET CONCEPTS, LLC has approximately 2 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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