A complete list of active advisors currently associated with Tuggle & Russell, L.L.C.

Warmer can help you find a great advisor at Tuggle & Russell, L.L.C. or one who fits your needs even better.

Tuggle & Russell, LLC provides discretionary investment management and financial advice to individuals, high net worth individuals, trusts and estates. In addition to portfolio management and planning, the firm offers tax preparation and consultation and delivers educational presentations to clients and the public. Accounts are managed on a discretionary basis and tailored to each client’s goals and risk tolerances; the firm employs both fundamental and technical analysis and generally maintains long, investor-oriented positions. The investment approach places emphasis on generating cash income — through interest, dividends, royalty income and covered-call strategies — and the adviser may engage sub‑advisors or use a third‑party service provider for model portfolios and back‑office support. Distinctive features include that the firm’s principal is an Enrolled Agent who devotes a material portion of time during tax season to preparing returns and providing tax advice, and the firm regularly offers no‑charge educational seminars — services that are uncommon among similar independent, single‑advisor firms. The principal previously held an insurance license but is no longer licensed to sell insurance, and the firm manages roughly $14.4 million across about 41 client accounts.

To learn more about the advisors currently working at Tuggle & Russell, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.