Russell BroadCRD Number: 6303123
Current Firm: Valic Financial Advisors, Inc.
Russell Broad (CRD# 6303123) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Valic Financial Advisors, Inc.||Nashua, NH||Mar 2014 - Current||3|
|Cmd Inc.||Brewer, ME||May 2004 - Current||13|
|Bluestar Mortgage||Bangor, ME||May 2007 - May 2009||2|
|Fedex Ground||Bangor, ME||Sep 1997 - Apr 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV