RG
RG

Russell Gochneaur

35 Years of Experience
Vancouver, WA
1 DisclosureBroker

Russell Gochneaur is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

200 SE Park Plaza Dr, Vancouver, WA, 98684

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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
August 1982
Final Disposition
Other Business Activities

Russell operates Columbia Invest and Insure as a DBA for his LPL business. This activity is investment-related and takes up a full-time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
October 2018 - May 2025 · 6 yrs 7 mos
Cuso Financial Services, L.P.Broker
September 2018 - May 2025 · 6 yrs 8 mos
AXA Advisors, LLCBroker
July 2016 - October 2018 · 2 yrs 3 mos
AXA Advisors, LLC
July 2016 - October 2018 · 2 yrs 3 mos
New England SecuritiesBroker
May 2013 - January 2015 · 1 yr 8 mos
Metlife Securities INC.
June 2012 - July 2016 · 4 yrs 1 mo
Metlife Securities, INCBroker
April 2012 - July 2016 · 4 yrs 3 mos
U.S. Bancorp Investments, INC.
December 2004 - March 2012 · 7 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
February 2004 - March 2012 · 8 yrs 1 mo
Natcity Insurance Services, INC.Broker
September 1999 - December 2001 · 2 yrs 3 mos
Liberty Securities CorporationBroker
August 1998 - September 1999 · 1 yr 1 mo
Natcity Investments, INC.Broker
June 1996 - April 2003 · 6 yrs 10 mos
Independent Financial Securities, INC.Broker
June 1994 - August 1998 · 4 yrs 2 mos
National City Investments CorporationBroker
February 1994 - June 1996 · 2 yrs 4 mos
The Ohio CompanyBroker
April 1993 - February 1994 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - March 1993 · 3 yrs
State Registrations1 state
WA
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.
Russell Gochneaur - Financial Advisor | TrueAdvisor