Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rusty? Claim Your ProfileRusty Russell is a financial advisor with over 25 years of experience in the industry. Rusty is currently registered with LPL Financial LLC. Rusty has worked with a variety of firms, including KESTRA INVESTMENT SERVICES, LLC, FIRST ALLIED SECURITIES, INC., and COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.. Rusty is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Rusty specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses. Rusty is also an author and a business owner.
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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NC
03/28/2019 - Present
LPL Financial LLC (WINSTON SALEM NC)
NC
03/08/2016 - 03/28/2019
KESTRA INVESTMENT SERVICES, LLC (Winston-Salem NC)
NC
08/23/2012 - 03/09/2016
FIRST ALLIED SECURITIES, INC. (WINSTON-SALEM NC)
NJ
11/03/2008 - 09/05/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NC
09/29/2006 - 11/04/2008
CAPITAL FINANCIAL SERVICES, INC. (WINSTON-SALEM NC)
NC
04/28/2005 - 10/02/2006
LASALLE ST SECURITIES, L.L.C. (WINSTON-SALEM NC)
FL
01/09/2004 - 04/27/2005
G. A. REPPLE & COMPANY (CASSELBERRY FL)
GA
06/06/2002 - 01/02/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
06/18/2001 - 06/10/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
GA
03/26/1999 - 06/18/2001
MEDALLION EQUITIES, INC. (MARIETTA GA)
IL
04/28/1998 - 04/06/1999
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MN
05/12/1995 - 05/01/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/12/1995 - 05/01/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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