Russell Hale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Largo, FL, with 25 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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