Charles Marion Russell

Employer firm

Alperin Financial Solutions, LLC CRD 325714

$45.0M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ASSET ALLOCATION AND ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2023-07-13 → 2024-04-30
  Charles Schwab & Co., Inc.
  Virginia Beach, VA
  Glen Allen, VA
• 2020-07-17 → 2020-11-04
  Mml Investors Services, Llc
  Virginia Beach, VA
• 2016-02-25 → 2020-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Richmond, VA
  Norfolk, VA
  Richmond, VA
  Norfolk, VA
  Norfolk, VA
  Richmond, VA
  Norfolk, VA
  Norfolk, VA
  Richmond, VA
  Virginia Beach, VA
  Virginia Beach, VA
  Charlotte, NC
  Virginia Beach, VA
  Virginia Beach, VA
  Charlotte, NC

Exams

• 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