Rusty Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, with 30 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
100 N Cherry St. Suite 350, Winston Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rusty is the author of a published book and owns several business entities, including Covenant Benefits, Covenant Financial Solutions, Covenant Wealth Management, and Covenant Partners. He spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Comprehensive Asset Management and Servicing, INC.Broker
Capital Financial Services, INC.Broker
Infinet Advisory, INC.
Lasalle St Securities, L.L.C.Broker
G. A. Repple & CompanyBroker
Covenant Financial Solutions,inc.
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
Medallion Equities, INC.Broker
Ogilvie Security Advisors CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.