Unclaimed
Russell Vinson Dawson is a financial advisor with LPL Financial LLC based in Lansing, Michigan. Russell Dawson has over 6 years of experience in the financial services industry and has a strong track record of success in helping clients achieve their financial goals. Russell Dawson is committed to providing his clients with personalized financial advice and guidance. Prior to LPL Financial LLC, Russell Dawson worked at Securian Financial Services, Inc. and PFS Investments Inc.
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.
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2
MI
05/04/2020 - Present
LPL Financial LLC (LANSING MI)
MI
09/12/2018 - 03/20/2020
SECURIAN FINANCIAL SERVICES, INC. (Okemos MI)
FL
09/03/2013 - 11/05/2014
PFS INVESTMENTS INC. (COCONUT CREEK FL)
BOTH
Issued 12/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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