Lpl Financial LLC
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About this Advisor
Frank Russo is a financial advisor who works in Bonita Springs, Florida, with 14 years of financial industry experience. Russo is an employee of Lpl Financial LLC. They have worked at Lpl Financial Llc for their entire career. Russo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Texas and Wisconsin. Lpl Financial LLC is an advisory business that has its headquarters in Bonita Springs, Florida. It has offices in 8,011 locations and a total of 22,703 people on staff. It controls $153 billion in assets between its 680,466 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually vary depending on the type of services offered. However, fees charged by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Frank Russo Work History
Frank has 14 years of experience.
Lpl Financial LLC
Frank Russo has disclosures.
Please visit their SEC profile for more details.