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Matthew Jason Beardsley

Russell Investments Implementation Services, LLC

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About Matthew Jason Beardsley

Matthew Beardsley is an investment professional with over 10 years of experience in the financial services industry. Currently, Matthew is registered with Russell Investments Implementation Services, LLC, and has been since June 2016. Matthew has a broad range of experience in the financial services industry, having previously worked with Russell Financial Services, Inc., Part of Russell Investments and Invest Financial Corporation. Matthew is licensed to sell securities in Washington.

Firm Information

Matthew Beardsley is currently registered with Russell Investments Implementation Services, LLC. Russell Investments Implementation Services, LLC is a Limited Liability Company headquartered in Seattle, Washington. The firm provides portfolio management for businesses and pooled investment vehicles and offers other advisory services. Russell Investments Implementation Services, LLC has been registered with the SEC since 2016 and is currently registered with the states of Arizona, Illinois, Massachusetts, New York, Ohio, Rhode Island, Texas, Vermont, and Washington. The firm manages approximately $82.66 billion in regulatory assets under management, with the majority of its clients being pension and profit-sharing plans, state or municipal government entities, and charitable organizations.
Russell Investments Implementation Services, LLC

1301 SECOND AVENUE

SEATTLE, WA 98101

$82.66B

Assets Under Management

52

Total Clients

57

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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execution services

Execution services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of revenue/intracompany agrmts

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Matthew Beardsley’s Registration & Firm History

WA

06/15/2016 - Present

Russell Investments Implementation Services, LLC (SEATTLE WA)

WA

09/24/2008 - 06/15/2016

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)

WI

12/13/1994 - 05/19/1995

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 07/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jason Beardsley.
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