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Russell Whidbee

LPL Financial LLC
27 Years of Experience
Bellingham, WA
1 DisclosureBroker
View SEC Summary
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Russell Whidbee is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 27 years of industry experience. Russell 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

909 Squalicum Way, Ste 110, Bellingham, WA, 98225

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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 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
October 2011 - July 2021 · 9 yrs 9 mos
Waddell & Reed
October 2011 - July 2021 · 9 yrs 9 mos
Ameriprise Financial Services, INC.
March 1999 - October 2011 · 12 yrs 7 mos
Ameriprise Financial Services, INC.Broker
March 1999 - October 2011 · 12 yrs 7 mos
Ids Life Insurance CompanyBroker
March 1999 - July 2006 · 7 yrs 4 mos
State Registrations5 states
AZFLORVAWA
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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