Classic Financial & Insurance Services, Inc.

Classic Financial & Insurance Services, Inc. (CRD# 120228) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $11,897,644 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $115,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Classic Financial & Insurance Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Charles M. Russo
CRD#: 1426442
370 North Westlake Blvd, Suite 130, Westlake Village, CA 91362
96
Wealthminder
score

Charles Russo (CRD# 1426442) is an Investment Advisor Representative working at Classic Financial & Insurance Services, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry. Charles Russo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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