Russell Renner, financial advisor Gainesville FL
90 score

Russell Renner

CRD Number: 2008617
Current Firm: Lincoln Investment

Russell Renner (CRD# 2008617) is an Investment Advisor Representative working at Lincoln Investment in Gainesville, FL and has 1 year of experience in the finance industry. Russell Renner 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
Lincoln Investment Wyncote, PA Mar 2016 - Current < 1
The Gabor Agency, Inc. Tallahassee, FL Mar 2013 - Current 3
Signator Investors, Inc. Gainesville, FL Dec 2015 - Mar 2016 < 1
Symetra Investment Services, Inc. Bellevue, WA Mar 2013 - Mar 2016 3
Metal Container Corporation Gainesville, FL Jul 1985 - May 2015 29
Valic Investment Services Company Tampa, FL Aug 1997 - Mar 2013 15
The Variable Annuity Marketing Company Tampa, FL Nov 1989 - Mar 2013 23

Russell Renner has no recent exams reported.
Contact Info for Russell A. Renner
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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