Russell Kassin, financial advisor Iron Mountain MI
96 score

Russell Kassin

CRD Number: 4557945
Current Firm: Lpl Financial LLC

Russell Kassin (CRD# 4557945) is an Investment Advisor Representative working at Lpl Financial LLC in Iron Mountain, MI and has over 15 years of experience in the finance industry. Russell Kassin 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
Lpl Financial LLC Iron Mountain, MI Nov 2017 - Current < 1
Investment Centers Of America Iron Mountain, MI Feb 2012 - Current 6
First National Bank & Trust Iron Mountain, MI Feb 2012 - Current 6
Wells Fargo Advisors LLC Iron Mountain, MI Jan 2011 - Jan 2012 1
Wells Fargo Bank Marquette, MI Jul 2005 - Jan 2012 6
Wells Fargo Investments, LLC Marquette, MI Jul 2005 - Jan 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Russell C. Kassin
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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