Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Albright is an investment advisor representative with RWA Wealth Partners, LLC. Russell has over 25 years of experience in the financial services industry and holds Series 7 and 63 licenses, as well as the Series 65 license. Russell specializes in financial planning, portfolio management for individuals and businesses, and estate planning. Prior to joining RWA Wealth Partners, LLC, Russell worked for several other firms, including Lincoln Financial Advisors Corporation, Princor Financial Services Corporation, Transamerica Financial Advisors, Inc., Salomon Smith Barney Inc., Transamerica Financial Resources, Inc., Pruco Securities Corporation, Discover Brokerage Direct, Inc., and E*TRADE Securities, Inc.. Russell has a long history of success in the financial services industry and is dedicated to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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CA
01/01/2025 - Present
RWA Wealth Partners (San Rafael CA)
IN
03/22/2007 - 07/16/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
02/23/2004 - 04/18/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
04/06/2001 - 03/07/2002
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
10/14/1999 - 01/31/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
05/18/1999 - 10/28/1999
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NJ
11/13/1998 - 02/04/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
10/15/1997 - 02/02/1998
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
NJ
06/20/1997 - 07/02/1997
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
CA
10/16/1996 - 02/24/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 04/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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