Raquel RussellCRD Number: 4621104
Current Firm: Charles Schwab & Company, Inc.
Raquel Russell (CRD# 4621104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 13 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Apr 2007 - Current||9|
|Schwab Retirement Plan Services, Inc.||Richfield, OH||Apr 2007 - Apr 2015||8|
|Principal Financial Group||Cleveland, OH||Dec 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
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