David Russo (CRD# 7184468) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Trumbull, CT and has over 4 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 2809814
Edward Jones
CRD# 4188944
O'shaughnessy Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Trumbull, CT | Sep 2019 - Current | 4 |
| Mutual Of Omaha | Trumbull, CT | Oct 2014 - Current | 9 |
| Southern Connecticut State University | New Haven, CT | Aug 2013 - May 2016 | 2 |
| George Harte Nissan | West Haven, CT | Feb 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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