Matthew Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 21 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
9200 SE Sunnybrook Blvd., Suite 110, Clackamas, OR, 97015
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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.
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Matthew is a co-owner and wealth advisor at On Course Wealth Advisors, a private business. He dedicates full-time hours to financial planning and investment management, with some of those hours occurring during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations29 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.