Russell
Hadley

Lincoln Financial Securities Corporation

CRD#2202044
Investment Advisor
in Raleigh, NC
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About this Advisor

Russell Hadley is a certified financial planner who works in Raleigh, North Carolina, who has 17 years of professional experience. Hadley is currently employed by Lincoln Financial Securities Corporation. During their career, Hadley has held roles at Lincoln Financial Securities Corp and Woodbury Financial Services Inc. Hadley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Lincoln Financial Securities Corporation is a financial advisory firm that has its headquarters in Raleigh, North Carolina. It has offices in 322 locations and a total of 1,017 people on staff. It handles $3 billion in assets under management across its 13,186 accounts, making it one of the largest firms in the country by assets under management. The firm serves 23 charities and foundations. Of its 13,186 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services offered. However, fee types charged by Lincoln Financial Securities Corporation can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4000 Westchase Boulevard Suite 300
Raleigh, NC 27607

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

NC Average: $1,347,246,178
Total Number of Employees

938

NC Average: 46
Total Number of Accounts

14,485

NC Average: 1,775
Average Account Size

$194,726

NC Average: $759,012

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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
  • Selection of other advisers
  • Other

Russell Hadley Work History

Russell has 17 years of experience.

2017 - Present (2 years)

Lincoln Financial Securities Corp

2001 - 2017 (16 years)

Woodbury Financial Services Inc

Disclosures

Russell Hadley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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