Julie
Russell

Allstate Financial Advisors, LLC

CRD#1270596
Investment Advisor
in Wellington, FL

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About this Advisor

Julie Russell is a financial advisor based in Wellington, Florida, working with Allstate Financial Advisors, LLC. Julie has previously held positions at New England Securities, Metlife Securities Inc, and Allstate Insurance Co. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Julie is part of Allstate Financial Advisors, LLC, which operates out of Wellington, Florida. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

12180 South Shore Blvd Ste 103
Wellington, FL 33414-6505

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

FL Average: $1,978,216,465
Total Number of Employees

350

FL Average: 226
Total Number of Accounts

189

FL Average: 7,467
Average Account Size

$328,756

FL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Julie Russell Work History

2015 - Present (10 years)

Allstate Insurance Co

2015 - 2015 (< 1 year)

Metlife Securities Inc

2011 - 2014 (3 years)

New England Securities

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Julie Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Kevin Klipp
Jacksonville, FL
Connor Vanderbrug
Elmhurst, IL
Matthew Walsh
Lincoln, NE
Jennifer Foust
Pleasanton, CA
Peter Lopresti
Chester, NY
Suzanne Nitzberg
Roslyn, NY
Travis Work
Omaha, NE
Joseph Volpi
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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