Russell VannCRD Number: 1862268
Current Firm: Investacorp Advisory Services Inc.
Russell Vann (CRD# 1862268) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Orlando, FL and has over 13 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Investacorp Advisory Services||Miami, FL||Apr 2014 - Current||3|
|Investacorp Inc.||Miami, FL||Apr 2014 - Current||3|
|Summit Brokerage||Boca Raton, FL||Apr 2013 - Apr 2014||1|
|Mml Investors Services, Inc.||Melbourne, FL||Apr 2004 - Apr 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)