RB
RB

Russell Bissett

16 Years of Experience
Palm Beach Gardens, FL
Broker

Russell Bissett is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3801 Pga Blvd Suite 102, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
LPL Financial LLC
July 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.Broker
March 2016 - May 2021 · 5 yrs 2 mos
Cantor Fitzgerald & CO.Broker
December 2010 - June 2015 · 4 yrs 6 mos
Cantor Fitzgerald & CO.Broker
November 2008 - June 2010 · 1 yr 7 mos
State Registrations12 states
DCFLGAINMINCNJNYSCTXVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.