Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Luna is an investment advisor representative at Virtue Capital Management, LLC and has been in the financial industry since 1986. Russell is a Chartered Financial Consultant and has a Series 6 and Series 63 license. Russell has experience with financial planning, portfolio management for individuals, and educational seminars. Russell has held positions at various firms in the past, including Packerland Brokerage Services, Inc., Center Street Securities, Inc., and Allstate Financial Services, LLC. Russell is a member of several professional organizations, including the Colorado Bar Association, the National Association of Estate Planners and Councils, and the Denver Estate Planning Council.
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.
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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CO
07/30/2019 - Present
Virtue Capital Management, LLC (GREENWOOD VILLIAGE CO)
CO
06/01/2011 - 06/17/2011
PACKERLAND BROKERAGE SERVICES, INC. (PARKER CO)
CO
03/04/2010 - 01/05/2011
CENTER STREET SECURITIES, INC. (PARKER CO)
CO
02/09/2007 - 03/04/2010
ALLSTATE FINANCIAL SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
03/24/2004 - 12/04/2006
RMIN SECURITIES, INC. (CASTLE ROCK CO)
NY
02/10/2004 - 02/27/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
02/06/2001 - 12/11/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
09/02/1986 - 03/05/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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