Tracy Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cookeville, TN, with 22 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
160 S Jefferson Ave, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy operates under the DBAs BPC Investment Services (since 2015) and One Investment of Tennessee (since 2020) for her LPL business. She dedicates nearly full-time hours to securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
First Tennessee Brokerage, INC.Broker
State Registrations29 states
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