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Russell Douglas Bissett

LPl Financial LLC

Palm Beach Gardens, FL

CRD 5479277

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-27
SC RA APPROVED 2022-07-26
  • FL RA
    APPROVED
    Since 2022-07-27
  • SC RA
    APPROVED
    Since 2022-07-26

Branch Locations

3801 Pga Blvd Suite 102, Palm Beach Gardens, FL 33410 • 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
Ubs Financial Services Inc Palm Beach Gardens FL 03/2016 05/2021
Lpl Financial, Llc Palm Beach Gardens FL 05/2021 Present
  • 03/2016 → 05/2021
    Ubs Financial Services Inc
    Palm Beach Gardens, FL
  • 05/2021 → Present
    Lpl Financial, Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
S63 Uniform Securities Agent State Law Examination 2011-05-19
  • S66 Uniform Combined State Law Examination
    2022-07-25
  • S63 Uniform Securities Agent State Law Examination
    2011-05-19
Other Names
  • Russell D Bissett

View on SEC IAPD

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