Caleb Russell
Caleb Russell is a registered investment advisor at LPL Financial LLC, based in Mission Viejo, CA, 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
27201 Puerta Real Ste 300, Mission Viejo, CA, 92691
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Caleb operates under several DBAs for his LPL business, including Russell Capital Management, Gladstone Advisors, and Priority Wealth Partners. He dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wedbush Securities INC.Broker
Wedbush Securities INC.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations11 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.