Russell Whidbee
Russell Whidbee is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 27 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
909 Squalicum Way, Ste 110, Bellingham, WA, 98225
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Regulatory History (1)
Customer Dispute
June 2015Other Business Activities
Russell works at Whatcom Community College since 2019 and as a parking attendant since June 2023, dedicating about 10-20% of his time to the latter. He also holds an elected position as a council person for the City of Bellingham, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.