Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Anderson Obee is a financial advisor with over 40 years of experience in the industry. Russell has been registered with the state of Louisiana since 2012 and also holds licenses in Texas. Russell is currently affiliated with LPL Enterprise, LLC in Metairie, Louisiana. Russell's areas of expertise include financial planning, portfolio management, educational seminars, and consulting and other non-discretionary advisory services. Russell previously worked with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
LA
11/14/2024 - Present
LPL Enterprise, LLC (METAIRIE LA)
LA
10/20/1980 - 03/26/2012
AXA ADVISORS, LLC (NEW ORLEANS LA)
NY
12/18/1974 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/20/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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