ER
CFP
ER
CFP

Emily Russell

9 Years of Experience
Austin, TX
Broker

Emily Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Austin, TX, with 9 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

8303 N Mopac Expressway, Suite A110, Austin, TX, 78759

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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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Other Business Activities

Emily owns Russell's Customs Airsoft LLC, dedicating minimal time, and volunteers as an assistant swimming coach at Southwestern University, spending a few hours per week. She also works full-time at UFCU Investment Services as a DBA for LPL Business.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.Broker
February 2019 - May 2025 · 6 yrs 3 mos
Cuso Financial Services, L.P.
February 2019 - May 2025 · 6 yrs 3 mos
AXA Advisors, LLC
October 2016 - August 2017 · 10 mos
AXA Advisors, LLCBroker
August 2015 - August 2017 · 2 yrs
State Registrations30 states
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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.