Unclaimed
Russell John Trombley is a financial advisor at Vanguard Advisers, Inc. Russell has been in the industry since 2011. Russell holds Series 6, 7, and 63 securities licenses. Russell also holds the SIE and is a Certified Financial Planner. Russell has experience with a wide range of clients, including high net worth individuals, individuals other than high net worth, corporations, and charitable organizations. Russell has been with Vanguard Advisers, Inc. since 2013. Prior to joining Vanguard Advisers, Inc., Russell was with LPL Financial LLC. Russell is registered in Arizona and Texas.
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.
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.
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
AZ
09/15/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
09/22/2011 - 05/03/2013
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
07/15/2011 - 08/22/2011
FIRST INVESTORS CORPORATION (PHOENIX AZ)
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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