Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dean Russell is an investment advisor representative at LPL Financial LLC. He is a registered representative in Illinois. William has been in the industry since 1994 and has experience with both Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds Series 3, 7, 24, 51, 63 and 65 licenses. William is a registered investment advisor representative in Illinois.
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
IL
03/14/2018 - Present
LPL Financial LLC (PEORIA IL)
IL
07/22/1999 - 12/04/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (PEORIA IL)
MO
02/13/1996 - 07/28/1999
INBANK INVESTMENTS, INC. (ST. LOUIS MO)
NY
01/05/1994 - 05/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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