Thomas Russell (CRD# 4659658) is an Investment Advisor Representative working at Huntington Financial Advisors in Northbrook, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Apr 2023 - Current | 1 |
| Huntington National Bank | Northbrook, IL | Apr 2023 - Current | 1 |
| The Huntington National Bank | Park Ridge, IL | May 2022 - Apr 2023 | < 1 |
| The Huntington Investment Company | Columbus, CA | May 2022 - Apr 2023 | < 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2020 - May 2022 | 1 |
| The Huntington National Bank | Algonquin, IL | Jul 2020 - May 2022 | 1 |
| Retirement Plan Advisors, LLC | Chicago, IL | May 2019 - Jul 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2016 - Jul 2020 | 3 |
| Regal Securities | Niles, IL | Jul 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- IL
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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