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Christopher Paul Russell

American Trust Investment Services, Inc.

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About Christopher Paul Russell

Christopher Russell is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with American Trust Investment Services, Inc., a firm with a strong focus on providing investment advice and guidance. Christopher is committed to helping clients reach their financial goals through tailored investment strategies. Christopher holds various licenses and designations, including Series 7, 63, 24, 52, 53, 99, and Series 14, demonstrating a wide range of expertise in financial markets. Christopher's background spans various financial institutions, including LaSalle St Securities, L.L.C., Ameritas Investment Corp., H&R Block Financial Advisors, Inc., and GSG Securities, Inc. With his extensive experience and knowledge, Christopher provides comprehensive financial planning and investment management services to individual and institutional clients.

Firm Information

Christopher Russell is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Christopher Russell’s Registration & Firm History

IL

02/03/2023 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

01/11/2008 - 02/01/2023

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

IL

05/18/2004 - 06/29/2006

AMERITAS INVESTMENT CORP. (DOWNERS GROVE IL)

IL

01/14/2002 - 05/22/2002

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MI

12/03/1999 - 09/12/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

FL

06/10/1999 - 09/27/1999

GSG SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 07/06/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/04/2015

Series 4 - Registered Options Principal Examination

BC

Issued 04/07/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/21/2009

Series 24 - General Securities Principal Examination

BC

Issued 02/03/2023

Series 99TO - Operations Professional Examination

BC

Issued 02/03/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Paul Russell.
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