Frank
Russo

Lpl Financial LLC

CRD#2786640
Investment Advisor
in Bonita Springs, FL
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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

Series 63, Series 65

Years of Experience

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

Bonita Springs, FL

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

FL Average: $16,012,751,954
Total Number of Employees

22,790

FL Average: 118
Total Number of Accounts

786,525

FL Average: 4,567
Average Account Size

$202,281

FL Average: $3,506,186

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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
  • Other

Frank Russo Work History

Frank has 14 years of experience.

2004 - Present (15 years)

Lpl Financial LLC

Disclosures

Frank Russo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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