Russell Stola
Russell Stola is a registered investment advisor at LPL Financial LLC, based in Massapequa, NY, with 25 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
549 Broadway 2nd Fl, Massapequa, NY, 11758
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Russell prepares personal and small business income tax returns since 2004 and provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity. He also has a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Prime Capital Services, INC.Broker
State Registrations14 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.