Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Todd Sadler is an investment advisor representative with Independent Financial Group, LLC based in Plymouth, MA. Russell has over 20 years of experience in the financial services industry. Russell's experience includes working with clients on financial planning, investment advice and retirement planning. He is registered to offer advisory services in Florida, Hawaii, Maine, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, Virginia and Washington. Russell holds the Series 7, Series 63, and Series 65 licenses and is also a licensed insurance agent.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
10/20/2014 - Present
Independent Financial Group, LLC (PLYMOUTH MA)
MA
02/15/2013 - 09/23/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MA)
MA
11/09/2001 - 02/28/2013
LPL FINANCIAL LLC (PLYMOUTH MA)
CT
01/24/2001 - 07/12/2001
FIRST DUNBAR SECURITIES CORPORATION (EAST BERLIN CT)
IA
Issued 05/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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