Lpl Financial LLC
About this Advisor
Russell Lo is a chartered financial consultant based out of Honolulu, Hawaii, who has been in the advisory business for 10 years. Lo is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Prudential Insurance Company Of America, Pruco Securities, LLC, Legacy Planning Group, LLC, Royal State Insurance, Allstate Insurance Co, Lpl Financial LLC and Central Pacific Bank. Lo holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Hawaii. Lpl Financial LLC is a registered investment firm based out of Honolulu, Hawaii. The firm has offices in 9,898 locations and a total of 28,744 employees. It has $404 billion in total assets across its 1,517,995 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC offers 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Lpl Financial LLC most likely consist 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
Russell Lo Work History
Russell has 10 years of experience.
Lpl Financial LLC
Central Pacific Bank
Allstate Insurance Co
Prudential Insurance Company Of America
Pruco Securities, LLC
Legacy Planning Group, LLC
Royal State Insurance
Russell Lo has no disclosures.
Please visit their SEC profile for more details.
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