Russell Toms, financial advisor Tampa FL

Russell Toms

CRD Number: 4464873
Current Firm: Lpl Financial LLC

Russell Toms (CRD# 4464873) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Plant City, FL May 2022 - Current 1
Cuna Brokerage Services Inc. Waverly, IA Aug 2014 - Current 9
Suncoast Credit Union Tampa, FL Aug 2014 - Current 9
Suntrust Investment Services Inc. Atlanta, GA Jun 2013 - Aug 2014 1
Suntrust Bank Clearwater, FL May 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Russell J. Toms
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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