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Charles Marion Russell

Alperin Financial Solutions, LLC

Virginia Beach, VA

Virginia Beach, VA

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Current Employers
Alperin Financial Solutions, Llc

500 Viking Drive, Suite 201, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-16
  • VA RA
    APPROVED
    Since 2024-07-16

Branch Locations

500 Viking Drive, Suite 201, Virginia Beach, VA 23452 • United States

Virginia Beach, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Virginia Beach VA 12/2015 05/2020
Massmutual Life Insurance Company Virginia Beach VA 05/2020 09/2020
Spin Modern Virginia Beach VA 09/2020 08/2022
Insperity Norfolk VA 09/2022 04/2023
Charles Schwab Virginia Beach VA 04/2023 05/2024
Alperin Financial Solutions, Llc Virginia Beach VA 07/2024 Present
  • 12/2015 → 05/2020
    Merrill Lynch
    Virginia Beach, VA
  • 05/2020 → 09/2020
    Massmutual Life Insurance Company
    Virginia Beach, VA
  • 09/2020 → 08/2022
    Spin Modern
    Virginia Beach, VA
  • 09/2022 → 04/2023
    Insperity
    Norfolk, VA
  • 04/2023 → 05/2024
    Charles Schwab
    Virginia Beach, VA
  • 07/2024 → Present
    Alperin Financial Solutions, Llc
    Virginia Beach, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-06
S65 Uniform Investment Adviser Law Examination 2001-03-23
S63 Uniform Securities Agent State Law Examination 2001-03-10
  • S66 Uniform Combined State Law Examination
    2023-07-06
  • S65 Uniform Investment Adviser Law Examination
    2001-03-23
  • S63 Uniform Securities Agent State Law Examination
    2001-03-10
Other Names
  • Charles Marion Russell
  • Chuck Russell
  • Charles Marion Russell
  • Charles Russell

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

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