Gary Russell (CRD# 1027160) is an Investment Advisor Representative working at Russell Wealth Advisors in Boone, IA and has over 38 years of experience in the finance industry.
CRD# 4420604
Global Retirement Partners LLC
CRD# 6460989
Clarity Asset Management, Inc.
CRD# 5733510
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Wealth Advisors, Inc. | Boone, IA | Dec 2017 - Current | 6 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Boone, IA | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
- IA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$405,809
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA
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