Brian Jeffrey Russell

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → Present
  Foster Financial Group
  Dallas, TX
• 04/2008 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2006-07-17 → 2008-05-15
  Snider Advisors
  Irving, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; AGENT; START DATE=04/2008; SELL INS RELATED PRODUCTS AND SERVICES * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND FIRM CONSOLIDATION PURPOSES; AGENT; START DATE=08/2018; HRS/MO=4; TRADING HRS/MO=4; AGENT * Name: Cohula Ventures/SA Whirlwind Ventures LTD, Role: Limited Partner, Type: Real Estate, Start Date: 05/31/2021, Investment Related?: No, Address: 905 N Pine Street, San Antonio, TX 78202, Duties: limited partner providing capital

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-08
• S65 Uniform Investment Adviser Law Examination
  2006-07-14