Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Towne is a financial advisor with LPL Financial LLC. Russell has been in the financial industry since 1987. Russell has licenses and registrations in Alabama, California, Florida, Idaho, Illinois, Nevada, Ohio, Oregon, Washington, and Wisconsin. Russell has also worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, Prudential Securities Incorporated, Walnut Street Securities, Inc., Commonwealth Capital Formation, Inc. and Financial Planners Equity Corporation.
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
07/29/2011 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (ROSEVILLE CA)
CA
07/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROSEVILLE CA)
CA
06/29/2000 - 07/30/2008
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
03/08/1995 - 06/27/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
05/23/1994 - 03/24/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
05/06/1987 - 04/05/1993
COMMONWEALTH CAPITAL FORMATION, INC. (SACRAMENTO CA)
NA
04/23/1986 - 01/01/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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