Theresa Russell, financial advisor Baton Rouge LA
93 score

Theresa Russell

CRD Number: 1284588
Current Firm: Goss Wealth Management

Theresa Russell (CRD# 1284588) is an Investment Advisor Representative working at Goss Wealth Management in Baton Rouge, LA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Goss Wealth Management LLC Baton Rouge, LA Jun 2014 - Current 3
Lpl Financial, LLC Baton Rouge, LA Jun 2014 - Current 3
Wells Fargo Advisors Financial Network, LLC Baton Rouge, LA Dec 2012 - Jun 2014 1
Wells Fargo Advisors LLC Baton Rouge, LA May 2009 - Dec 2012 3
Wachovia Securities, LLC Baton Rouge, LA Jan 2008 - May 2009 1
A.g. Edwards Baton Rouge, LA May 1984 - Jan 2008 23
A.g. Edwards Baton Rouge, LA May 1984 - Jan 2008 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Theresa B. Russell
Phone Number: 225-930-4677
Firm Website:
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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