FUNDRAISING NEWS | June 17, 2024
LPL Financial has added financial advisor Tom Russell, along with his sons Brian and Charles Russell. With the transition, they have established Russell Wealth Partners. The family team, previously with Merrill Lynch, reported managing approximately $250 million in assets. They will operate from the Linsco suite at LPL’s San Diego campus.
Tom Russell, with 38 years of industry experience, has a strong interest in market conditions and helping families achieve financial success. His sons, Charles and Brian, transitioned into wealth management after initial careers in engineering and law, respectively. Tom holds Series 7 and 66 licenses through LPL Financial and is a Certified Financial Planner. Brian, who also holds Series 7 and 66 licenses, is a Chartered Retirement Planning Counselor and actively contributes to the community, advocating for wildlife conservation. Charles also holds his Series 7 and 66 licenses, following in his father's footsteps in wealth management.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
