Matthew RussellCRD Number: 5951888
Current Firm: Lpl Financial LLC
Matthew Russell (CRD# 5951888) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Elsinore, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
John P. Dubots Capital Management, LLC
Financial Management Network Inc.
|Bank Of America, N.a.||Lake Elsinore, CA||Jul 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lake Elsinore, CA||Jul 2015 - Current||1|
|Andre Landscape||Azusa, CA||Mar 2015 - Jul 2015||< 1|
|Lpl Financial||Temecula, CA||Aug 2014 - Mar 2015||< 1|
|Unemployed||Temecula, CA||Jun 2014 - Aug 2014||< 1|
|Edward Jones||St Louis, MO||Jul 2011 - Jun 2014||2|
|Unemployed||St Louis, CA||Apr 2011 - Jul 2011||< 1|
|Adams Landscaping||Murrieta, CA||Jul 2010 - Apr 2011||< 1|
|Unemployed||Murrieta, CA||Mar 2010 - Jul 2010||< 1|
|Bethel Baptist Church||Spanaway, WA||Jun 2001 - Mar 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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