Timothy Russell
Timothy Russell is a registered investment advisor at LPL Financial LLC, based in Novato, CA, with 40 years of industry experience. Timothy 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 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2 Ranch Drive, Novato, CA, 94945
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including selling life, disability, long-term care, and fixed annuities through Valley Oak Wealth Management. He also dedicates about 10-20% of his time to selling long-term care, disability, and fixed insurance, and owns rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alders Financial Solutions
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations20 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.
Exams
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