Gloria Russell
Gloria Russell is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Chicago, IL, with 28 years of industry experience. Gloria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Chicago, IL
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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 →Employment History
Current Registrations
Transamerica Investors Securities, LLC
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln InvestmentBroker
AXA Advisors, LLCBroker
LPL Financial CorporationBroker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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