Elizabeth Russell, financial advisor Baltimore MD

Elizabeth Russell

CRD Number: 7185460
Current Firm: Facet

Elizabeth Russell (CRD# 7185460) is an Investment Advisor Representative working at Facet in Baltimore, MD and has 1 year of experience in the finance industry. Elizabeth Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth, Inc. Baltimore, MD Dec 2022 - Current 1
Facet Wealth, Inc. Balitimore, MD Dec 2020 - Current 3
New Albany Links Golf Course New Albany, OH Apr 2021 - Sep 2021 < 1
Doordash Columbus, OH Apr 2019 - Mar 2021 1
Valmark Financial Group Fairlawn, OH Oct 2019 - Dec 2020 1
University Of Akron Professional Development Center Akron, OH Sep 2019 - May 2020 < 1
Financial Empowerment Center Akron, OH Jan 2020 - Apr 2020 < 1
Pandora Jewelry Fairlawn, OH Sep 2017 - Sep 2019 2
365 Holdings North Canton, OH May 2019 - Aug 2019 < 1
Air Control Products Broadview Heights, OH Mar 2018 - Apr 2019 1
Applebees Cuyahoga Falls, OH Dec 2017 - Feb 2018 < 1
University Of Akron Student Recreation & Wellness Services Akron, OH Jan 2017 - Jan 2018 1
Lakes Golf And Country Club Westerville, OH Apr 2016 - Aug 2017 1
Bob Evans Sunbury, OH Aug 2014 - Aug 2017 3
Student Sanbury, OH Dec 2012 - Aug 2014 1

Elizabeth Russell has no recent exams reported.
Contact Info for Elizabeth A. Russell
Phone Number: (443)376-6222
Registered State(s):
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,545
    MILLIONS
  • Total Number of Accounts
    24,977
    ACCOUNTS
  • Average Account Value
    $101,880
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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