Julie Russell
Julie Russell is a registered investment advisor at Allstate Financial Advisors, LLC, based in Wellington, FL, with 40 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
3319 S State Road 7 Ste 306, Wellington, FL, 33449-8147
Get directionsHistory
Regulatory History (1)
Criminal
June 1975Other 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
Allstate Financial Services, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Flagler Securities, INC.Broker
Gruntal & CO. IncorporatedBroker
Medical Research Management Group, INC.Broker
Herzfeld & Stern INC.Broker
State Registrations10 states
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.