Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell William Jordan is a financial advisor currently registered with LPL Financial LLC and has been in the industry since May 10, 1994. Russell Jordan has held previous registrations with CUNA Brokerage Services, Inc., Compass Brokerage, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Russell William Jordan is a Certified Financial Planner and has been licensed in Alabama, Arkansas, Florida, Georgia, Kansas, Kentucky, Mississippi, Missouri, South Carolina, Tennessee, Texas, Utah, and Virginia.
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
AL
01/17/2012 - Present
LPL Financial LLC (NORTH BIRMINGHAM AL)
AL
05/23/2000 - 01/19/2012
CUNA BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
AL
05/03/1995 - 05/30/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IN
04/29/1994 - 04/20/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/29/1994 - 04/20/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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