Rene Russ is a registered investment advisor at LPL Financial LLC, based in Wasilla, AK, with 23 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
191 E Swanson Ave, Ste 101, Wasilla, AK, 99654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rene operates as R+R Financial Partners for financial planning and asset management, dedicating nearly full-time hours to this endeavor. She also owns Rene Russ LLC and Kingfisher Properties LLC, both business entities for tax/investment purposes, with Kingfisher Properties LLC intended for real estate rental but currently holding no properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
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