Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Robert Russell is a financial advisor who has been in the industry for over 6 years. Shane is registered with the state of South Carolina and has a Series 66, Series 7, and SIE license. Shane is currently employed by Independent Advisor Alliance, LLC and provides investment advisory services through Independent Advisor Alliance. The firm is separate from and independent of LPL Financial. Shane previously worked at Wells Fargo Advisors Financial Network, LLC in Hilton Head Island, SC. He is also registered with Independent Advisor Alliance, LLC as a broker-dealer in South Carolina. Shane specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He is also registered to offer investment advisory services in South Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
12/04/2018 - Present
Independent Advisor Alliance, LLC (Hilton Head Island SC)
SC
11/20/2012 - 04/04/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HILTON HEAD ISLAND SC)
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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