Russell Hale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Largo, FL, with 24 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
Largo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell is involved with non-variable insurance through two entities: one with no business name and another called Volunteer Health and Wellness. These activities each take about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Usadvisors Wealth Management, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Usadvisors Wealth Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Legacy Tax and Financial Planning, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Jefferson Pilot Securities CorporationBroker
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.