Russell Karpf
Russell Karpf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ridgefield, CT, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Ridgefield, CT
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2009Customer Dispute
January 2008Criminal
March 1997Other Business ActivitiesSells Insurance
Russell operates Karpf, White, and Associates Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He is also an agent for DBS, selling non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations25 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.