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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lemons Russell has been a registered investment advisor since 1997 and has over 25 years of experience in the financial services industry. Eric is a registered representative of LPL Financial LLC and currently holds a Series 66, Series 63, Series 7, Series 3, Series 4, Series 51, Series 53, and Series 24 license. He is a licensed investment advisor in Oklahoma and Texas and provides financial planning and advisory services to individuals and businesses. Eric has previously been employed by Waddell & Reed, J.P. Morgan Securities LLC, Chase Investment Services Corp., and AXA Advisors, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
07/21/2021 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
10/01/2015 - 07/21/2021
WADDELL & REED (EDMOND OK)
OK
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)
OK
09/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROKEN ARROW OK)
OK
02/27/2001 - 09/03/2010
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
NY
11/17/1997 - 02/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/11/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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