Unclaimed
Russell McGiboney is a financial advisor with over 15 years of experience. Russell has been registered with Voya Retirement Advisors, LLC since January 2025 and has previously held roles with Charles Schwab & Co., Inc., Lincoln Financial Advisors Corporation, Newport Group Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Russell holds the Series 66, Series 24, SIE, and Series 7 licenses. Russell has a strong background in providing investment advisory services to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/30/2025 - Present
Voya Retirement Advisors, LLC (Greensboro GA)
TX
05/16/2017 - 06/03/2021
CHARLES SCHWAB & CO., INC. (Austin TX)
IN
06/08/2016 - 03/29/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
FL
01/07/2010 - 06/02/2016
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
GA
12/07/2005 - 11/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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