Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Burch is an investment advisor representative with LPL Financial LLC. Russell has been in the industry since October 31, 2007 and is registered in Arizona, California, Nevada, Florida, Georgia, Indiana, Massachusetts, Nevada, New Jersey, Tennessee, Utah and Washington. Russell is a graduate of the Uniform Combined State Law Examination. Russell holds FINRA Series 7 and Series 66 registrations, and the SIE exam. Russell is also registered as an investment advisor representative in Arizona, California and Nevada. Russell has prior experience with BANCWEST INVESTMENT SERVICES, INC. and BANK OF THE WEST.
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.
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2
CA
07/19/2023 - Present
LPL Financial LLC (VACAVILLE CA)
CA
10/31/2007 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BENICIA CA)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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