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CFP

Rusty Russell

LPL Financial LLC
31 Years of Experience
Winston Salem, NC
Broker
View SEC Summary
View SEC Summary

Rusty Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, with 31 years of industry experience. Rusty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 N Cherry St. Suite 350,, Winston Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - March 2019 · 2 yrs 11 mos
Kestra Investment Services, LLCBroker
March 2016 - March 2019 · 3 yrs
NFP Advisor Services, LLC
March 2016 - September 2016 · 6 mos
First Allied Advisory Services, INC.
August 2012 - March 2016 · 3 yrs 7 mos
First Allied Securities, INC.Broker
August 2012 - March 2016 · 3 yrs 7 mos
Comprehensive Asset Management and Servicing, INC.Broker
November 2008 - September 2012 · 3 yrs 10 mos
Capital Financial Services, INC.Broker
September 2006 - November 2008 · 2 yrs 2 mos
Infinet Advisory, INC.
January 2006 - November 2008 · 2 yrs 10 mos
Lasalle St Securities, L.L.C.Broker
April 2005 - October 2006 · 1 yr 6 mos
G. A. Repple & CompanyBroker
January 2004 - April 2005 · 1 yr 3 mos
Covenant Financial Solutions,inc.
July 2003 - October 2005 · 2 yrs 3 mos
Fsc Securities CorporationBroker
June 2002 - January 2004 · 1 yr 7 mos
Ffp Securities, INC.Broker
June 2001 - June 2002 · 1 yr
Medallion Equities, INC.Broker
March 1999 - June 2001 · 2 yrs 3 mos
Ogilvie Security Advisors CorporationBroker
April 1998 - April 1999 · 1 yr
American Express Financial Advisors INC.Broker
May 1995 - May 1998 · 3 yrs
Ids Life Insurance CompanyBroker
May 1995 - May 1998 · 3 yrs
State Registrations17 states
AZCOFLGAINKSKYMIMTNCNEOHSCSDTNVAWV
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.
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