Timothy Russell
Timothy Russell is a registered investment advisor at LPL Financial LLC, based in Novato, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2 Ranch Drive, Novato, CA, 94945
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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 Registrations19 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.