Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Gorman is a financial advisor with over 20 years of experience in the industry. Currently, Russell is a Registered Representative and Investment Advisor Representative with Integrated Wealth Concepts LLC. Russell has previously worked with LPL Financial LLC, Lincoln Financial Advisors Corporation, Hunter Wise Securities, LLC, A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and SG Cowen Securities Corporation. Russell is a Certified Financial Planner and a Chartered Financial Analyst. Russell provides investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. Russell has specialized expertise in providing financial advice for high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MA
07/30/2021 - Present
Integrated Wealth Concepts LLC (LENOX MA)
MA
06/30/2021 - 10/23/2023
LPL FINANCIAL LLC (WORCESTER MA)
MA
05/11/2016 - 04/05/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (LENOX MA)
CA
02/05/2010 - 07/03/2014
HUNTER WISE SECURITIES, LLC (IRVINE CA)
MO
05/17/2005 - 12/01/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/07/2003 - 02/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/28/2000 - 04/06/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Russell Gorman is the right advisor for you? Invested Better is here to help.
