Patrick Russo (CRD# 7355557) is an Investment Advisor Representative working at Edward Jones in Harahan, LA and has 1 year of experience in the finance industry. Patrick 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.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2024 - Current | < 1 |
| Ameriprise Financial Services, LLC | Metairie, LA | Feb 2022 - Jul 2024 | 2 |
| Edward Jones | New Orleans, LA | Apr 2021 - Feb 2022 | < 1 |
| Dr Foods | New Orleans, LA | Nov 2020 - Apr 2021 | < 1 |
| Unemployed | Harahan, LA | Sep 2019 - Nov 2020 | 1 |
| Lake Yellowstone Hotel | Alta, WY | May 2019 - Aug 2019 | < 1 |
| Herbie's On The Park | St. Paul, MN | Feb 2018 - Jun 2019 | 1 |
| Augsburg University | Minneapolis, MN | Sep 2018 - Feb 2019 | < 1 |
| Unemployed | Minneapolis, MN | Feb 2018 - Sep 2018 | < 1 |
| New Era Information Technologies | New Orleans, LA | May 2016 - Feb 2018 | 1 |
| Mr. Mudbugs | New Orleans, LA | Jun 2015 - Jun 2016 | 1 |
| Unemployed | Harahan, LA | Oct 2015 - May 2016 | < 1 |
| Dr Foods | New Orleans, LA | Jun 2015 - Oct 2015 | < 1 |
| Concord Shore Services | New Orleans, LA | Apr 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- LA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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