Matthew Russell, financial advisor La Vista NE
93 score

Matthew Russell

CRD Number: 3164614
Current Firm: Securities America Advisors, Inc.

Matthew Russell (CRD# 3164614) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors La Vista, NE Feb 2016 - Current < 1
Securities America Inc. La Vista, NE Feb 2016 - Current < 1
Cuso Financial Services, LP San Diego, CA Oct 2015 - Feb 2016 < 1
Raymond James Financial Services,inc Omaha, NE Jun 2015 - Oct 2015 < 1
Raymond James Financial Services Advisors Inc. Omaha, NE Jun 2015 - Oct 2015 < 1
First National Bank Of Omaha Omaha, NE Oct 2013 - Oct 2015 2
First National Capital Markets, Inc. Omaha, NE Oct 2013 - Jun 2015 1
Unemployed Omaha, NE Jul 2013 - Oct 2013 < 1
Northern Lights Distributors, LLC Omaha, NE Feb 2013 - Jun 2013 < 1
Cls Investments, LLC Omaha, NE Feb 2013 - Jun 2013 < 1
Northern Lights Distributors, LLC Omaha, NE Aug 2011 - Feb 2013 1
Pacific Life Insurance Co Omaha, NE Jul 2008 - Aug 2011 3
Pacific Select Distributors Newport Beach, CA Jul 2008 - Aug 2011 3
Upstream Brewing Co Omaha, NE Apr 2008 - Dec 2008 < 1
Old Chicago Omaha, NE Feb 2008 - Apr 2008 < 1
Securities America, Inc. Omaha, NE Apr 1998 - Feb 2008 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Matthew E. Russell
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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