RC
CFP · ChFC
RC
CFP · ChFC

Russell Charvonia

42 Years of Experience
Ventura, CA
BrokerSells Insurance

Russell Charvonia is a CFP, ChFC-designated registered investment advisor, based in Ventura, CA, with 42 years of industry experience.

Location

58 N. Ash Street, Ventura, CA, 93001

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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 ActivitiesSells Insurance

Russell is a registered representative with MSEC, LLC and an investment advisor representative with Mariner Wealth Advisors, dedicating full-time hours to these roles. He also works as an attorney/owner at Channel Islands Law Group, conducts mediation services, owns property through Channel Island Partners, LLC, and is involved with several non-profit and writing activities.

Employment History
Current Registrations
Mariner Wealth
September 2021 - Present · 4 yrs 10 mos
Msec, LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2014 - September 2021 · 7 yrs 3 mos
Channel Islands Group
February 2014 - September 2021 · 7 yrs 7 mos
Quest Capital Strategies, INC.Broker
November 2013 - January 2014 · 2 mos
Quest Capital Strategies, INC.
October 2013 - January 2014 · 3 mos
The Renaissance Group, LLC
November 2006 - February 2012 · 5 yrs 3 mos
LPL Financial LLC
November 1997 - November 2011 · 14 yrs
LPL Financial LLCBroker
October 1997 - November 2011 · 14 yrs 1 mo
American Express Financial Advisors INC.Broker
July 1990 - October 1997 · 7 yrs 3 mos
Ids Life Insurance CompanyBroker
July 1990 - October 1997 · 7 yrs 3 mos
Ven*pac Financial West GroupBroker
October 1988 - July 1989 · 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1987 - February 1988 · 9 mos
Shearson Lehman Brothers INC.Broker
July 1984 - May 1987 · 2 yrs 10 mos
E. F. Hutton & Company INCBroker
March 1982 - August 1984 · 2 yrs 5 mos
Continental American Securities, INC.Broker
July 1980 - June 1982 · 1 yr 11 mos
State Registrations11 states
CACOFLGAKYMANVTXVAWAWI
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.
Russell Charvonia - Financial Advisor | TrueAdvisor