Adam Russell, financial advisor Boone IA

Adam Russell

CRD Number: 5325670
Current Firm: Russell Wealth Advisors

Adam Russell (CRD# 5325670) is an Investment Advisor Representative working at Russell Wealth Advisors in Boone, IA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Russell Wealth Advisors Boone, IA Dec 2017 - Current 6
Lpl Financial LLC Boone, IA May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Adam D. Russell
Phone Number: 515-432-7000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $405,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA

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