Russel BurgessCRD Number: 1449149
Current Firm: Charles Schwab & Company, Inc.
Russel Burgess (CRD# 1449149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mystic, CT and has over 23 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Balanced Wealth Management, LLC
First Financial Advisory Services Inc.
|Charles Schwab & Co, Inc.||Mystic, CT||Feb 2013 - Current||4|
|The Washington Trust Company||Westerly, RI||Jul 2000 - Feb 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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