Luke Russell, financial advisor Midland MI
93 score

Luke Russell

CRD Number: 5619316
Current Firm: Spc

Luke Russell (CRD# 5619316) is an Investment Advisor Representative working at Spc in Midland, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Ann Arbor, MI Feb 2015 - Current 1
Edward Jones St Louis, MO Nov 2008 - Feb 2015 6
Showcase Mitsubishi Bay City, MI Aug 2003 - Nov 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Luke D. Russell
Phone Number: 734-663-1611
Registered State(s):
  • FL
  • MI
  • NV
  • PA
  • WA
  • MN
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • 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

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

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