Unclaimed
Russell Garrett is a financial advisor with over 20 years of experience in the financial services industry. Russell has a strong background in investment advising and financial planning. Russell currently works for Avantax Advisory Services. Russell is registered to provide investment advice in Maine, Nevada and Texas. Russell is a licensed Investment Advisor Representative. Russell holds FINRA Series 7, SIE and Series 66 licenses. Russell is also registered as an investment advisor in Nevada. Russell is a Registered Representative. Russell has worked for several companies including RSG Consulting, Inc. , LPL FINANCIAL, LLC , RSG Financial, LLC , RSG Professional Center LLC , Avantax Insurance Agency, LLC , Avantax Investment Services Inc. and Avantax Advisory Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NV
02/04/2022 - Present
Avantax Advisory Services (LAS VEGAS NV)
NV
12/12/2017 - 02/11/2022
LPL FINANCIAL LLC (LAS VEGAS NV)
BOTH
Issued 02/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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