Marc Russell, financial advisor Los Angeles CA

Marc Russell

CRD Number: 5020992
Current Firm: Adviceperiod, LLC
Compensation Model: Fee Only

Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.


Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.


Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton School at the University of Penn. He also holds the Charted Financial Analyst designation and is a member of the CFA Society of Los Angeles.

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Professional Designations
Company Name Location Dates Years
Adviceperiod, LLC Los Angeles, CA Jan 2014 - Current 6
Convergent Wealth Advisors, LLC Los Angeles, CA Jun 2005 - Dec 2015 10
Lydian Wealth Management Company, LLC Rockville, MD Jun 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2005
S63 Uniform Securities State Law Examination Sep 2010
Contact Info for Marc L. Russell
Phone Number: 424-281-3600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.


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This advisor has a clean track record with regulators.

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