Russell Martin
Russell Martin is a registered investment advisor at LPL Financial LLC, based in Fairport, NY, with 16 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
345 Woodcliff Drive, Ste 8, Fairport, NY, 14450
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2022Other Business Activities
Russell operates Halleran Financial Group as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also works as a front desk associate at World Gym for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Paychex Securities CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations7 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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