Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Scott Hale is a financial professional with over 20 years of experience in the industry. Russell is currently registered with LPL Financial LLC and is a Certified Financial Planner. Russell has previously worked with Securities America, Inc., Next Financial Group, Inc., Woodbury Financial Services, Inc., Securian Financial Services, Inc., Signator Investors, Inc., and Jefferson Pilot Securities Corporation. Russell has a strong track record of success in providing financial advice to individuals, families, and businesses. Russell is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
1
2
FL
09/28/2021 - Present
LPL Financial LLC (LARGO FL)
TN
07/29/2011 - 09/24/2021
SECURITIES AMERICA, INC. (Knoxville TN)
TN
05/03/2013 - 05/23/2013
NEXT FINANCIAL GROUP, INC. (KNOXVILLE TN)
TN
01/05/2009 - 08/26/2011
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
12/09/2004 - 01/05/2009
SECURIAN FINANCIAL SERVICES, INC. (KNOXVILLE TN)
MA
04/26/2002 - 12/08/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
07/11/2001 - 04/11/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2009
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/04/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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