Investment adviser representative · Tuggle & Russell, L.L.c.
Zeta L. Russell
CRD 3077962 · Richardson, TX
At a glance
Zeta L. Russell is an investment adviser representative with Tuggle & Russell, L.L.c. in Richardson, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zeta’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Tuggle & Russell, L.L.c.Since January 2003Richardson, TX · State-registered or not in the SEC’s list
- Advisory Solutions GroupSince September 2026Plymouth, MN · $408M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zeta’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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