Russell Suede
Russell Suede is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Agoura Hills, CA, with 37 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
30423 Canwood St., Suite 130, Agoura Hills, CA, 91301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell is involved in non-variable insurance sales since 2003, and also operates GSC Financial and Insurance Services, Inc. focusing on LPL business and fixed insurance, dedicating nearly all of his time. He also owns real estate and is involved with KAS Group for tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
Yaeger Securities, INC.Broker
Mlc Securities CorporationBroker
State Registrations8 states
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