Craig Russ
Craig Russ is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 32 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
1545 Us-206 Ste 300, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Craig operates under Gladstone Advisors as a DBA for his LPL business. He also engages in non-variable insurance activities, starting in 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
State Registrations16 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.