RK
RK

Russell Kuchera

28 Years of Experience
New Castle, DE
1 DisclosureBroker

Russell Kuchera is a registered investment advisor at LPL Financial LLC, based in New Castle, DE, with 28 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

287 Christiana Road, New Castle, DE, 19720

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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.
Customer Dispute
June 2012
Settled
Other Business Activities

Russell operates under the DBA Wilmington Advisors @ M&T for his LPL business since April 2022. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 1 mo
LPL Financial LLC
April 2022 - Present · 4 yrs 1 mo
LPL Financial LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Citizens Securities, INC.
July 2015 - April 2022 · 6 yrs 9 mos
Citizens Securities, INC.Broker
July 2015 - April 2022 · 6 yrs 9 mos
Citizens Securities, INC.
July 2015 - July 2015 · 0 mos
Wells Fargo Advisors, LLCBroker
May 2012 - June 2015 · 3 yrs 1 mo
Wells Fargo Advisors, LLC
May 2012 - June 2015 · 3 yrs 1 mo
PNC Investments
February 2009 - June 2012 · 3 yrs 4 mos
PNC InvestmentsBroker
February 2009 - June 2012 · 3 yrs 4 mos
Raymond James Financial Services
June 2008 - December 2008 · 6 mos
Raymond James Financial Services, INC.Broker
June 2008 - December 2008 · 6 mos
Primevest Financial Services, INC.
March 2007 - June 2008 · 1 yr 3 mos
Primevest Financial Services, INC.Broker
March 2007 - June 2008 · 1 yr 3 mos
PNC Investments
August 2006 - March 2007 · 7 mos
PNC InvestmentsBroker
August 2006 - March 2007 · 7 mos
Park Avenue Securities LLC
August 2005 - July 2006 · 11 mos
Park Avenue Securities LLCBroker
July 2004 - July 2006 · 2 yrs
Intersecurities, INC.
February 1999 - June 2004 · 5 yrs 4 mos
Intersecurities, INC.Broker
July 1998 - June 2004 · 5 yrs 11 mos
Wma Securities, INC.Broker
February 1997 - August 1998 · 1 yr 6 mos
State Registrations11 states
AZCADEFLINLAMDNJPASCTX
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.