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Julie Russell

Allstate Financial Advisors, LLC
41 Years of Experience
Wellington, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Julie Russell is a registered investment advisor at Allstate Financial Advisors, LLC, based in Wellington, FL, with 41 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M in assets under management.

Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
326 advisors
Number of Clients
397 clients
Average Client Portfolio
$359K average
Assets Under Management
$142.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3319 S State Road 7 Ste 306, Wellington, FL, 33449-8147

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1975
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Julie is the President of Julie Russell Inc., where she works as a model and actress in live theater and film. This takes minimal time and is not investment-related.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
November 2015 - Present · 10 yrs 11 mos
Allstate Financial Services, LLCBroker
October 2015 - Present · 11 yrs
Previous Registrations
Metlife Securities INC.Broker
January 2015 - November 2015 · 10 mos
Metlife Securities INC.
January 2015 - November 2015 · 10 mos
New England Securities Corporation
January 2012 - January 2015 · 3 yrs
New England SecuritiesBroker
January 2012 - January 2015 · 3 yrs
Newbridge Financial Services Group, INC.
December 2009 - January 2012 · 2 yrs 1 mo
Newbridge Securities CorporationBroker
October 2009 - January 2012 · 2 yrs 3 mos
Sagepoint Financial, INC.Broker
October 2005 - November 2009 · 4 yrs 1 mo
Sagepoint Financial, INC.
October 2005 - November 2009 · 4 yrs 1 mo
Sentra Securities CORP
August 2002 - October 2005 · 3 yrs 2 mos
Sentra Securities CorporationBroker
August 2002 - October 2005 · 3 yrs 2 mos
Salomon Smith Barney INC.
July 1993 - August 2002 · 9 yrs 1 mo
Salomon Smith Barney INC.Broker
July 1993 - August 2002 · 9 yrs 1 mo
Lehman Brothers INC.Broker
November 1988 - July 1993 · 4 yrs 8 mos
Flagler Securities, INC.Broker
November 1985 - October 1987 · 1 yr 11 mos
Gruntal & CO. IncorporatedBroker
October 1985 - November 1985 · 1 mo
Medical Research Management Group, INC.Broker
September 1985 - June 1987 · 1 yr 9 mos
Herzfeld & Stern INC.Broker
June 1984 - October 1985 · 1 yr 4 mos
State Registrations10 states
ARFLMAMDMENJNYSCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Julie Russell - Financial Advisor | TrueAdvisor