Russell
Lo

Lpl Financial LLC

CRD#6324004
Investment Advisor
in Honolulu, HI

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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

Series 65, Series 63, Chartered Financial Consultant

Years of Experience

10 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

No

Office Location

220 South King St. Ste 1620
Honolulu, HI 96813

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

HI Average: $646,059,043
Total Number of Employees

28,744

HI Average: 13
Total Number of Accounts

1,517,995

HI Average: 661
Average Account Size

$266,257

HI Average: $977,396

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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

Russell Lo Work History

Russell has 10 years of experience.

2021 - Present (1 year)

Lpl Financial LLC

2021 - Present (1 year)

Central Pacific Bank

2015 - 2021 (6 years)

Allstate Insurance Co

2014 - 2015 (1 year)

Prudential Insurance Company Of America

2014 - 2015 (1 year)

Pruco Securities, LLC

2014 - 2014 (< 1 year)

Legacy Planning Group, LLC

2012 - 2014 (2 years)

Royal State Insurance

Disclosures

Russell Lo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Davis
Spokane, WA
Ruthanna Goodman
Louisville, KY
Anthony Velarde
Oxnard, CA
Kenneth Cafourek
Albert Lea, MN
David Guardia
Newington, CT
Donna Stevenson
Copperopolis, CA
Stephen Brixey
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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