Russell
Livesay
Disciplined Investors, L.L.C
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About this Advisor
Russell Livesay is a financial advisor based out of Waco, Texas, who has 15 years of work experience. Livesay currently works for Disciplined Investors, L.L.C. They have spent the entirety of their employment at Disciplined Investors, L.l.c. Livesay holds a Series 65 license, designating them as an investment advisor representative, and can operate in Texas. Disciplined Investors, L.L.C is a business that has its headquarters in Waco, Texas. It oversees $495 million in assets under management across its 1,213 accounts, placing it among the larger firms in the country by assets under management. Of its 1,213 customer accounts, 24% are held by high-net-worth investors who have at least $1 million in assets available to invest. Disciplined Investors, L.L.C has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on the services provided. However, fees charged by Disciplined Investors, L.L.C likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
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Office Location
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Disciplined Investors, L.L.C Brokerage Details
$495,033,435
5
1,213
$408,107
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Russell Livesay Work History
Russell has 15 years of experience.
Disciplined Investors, L.L.C
Disclosures
Russell Livesay has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Disciplined Investors, L.L.C
Waco, TX
Waco, TX
Waco, TX
Waco, TX
Waco, TX
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