Mike Russ

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:

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

Current Employers

Employment History

• 12/2009 → 02/2018
  Invest Financial Corporation
  York, PA
• 01/2013 → 02/2024
  Members 1St Federal Credit Union
  Camp Hill, PA
• 02/2018 → Present
  Lpl Financial Llc
  Carlisle, PA

Previous Registrations

• 2010-01-05 → 2018-02-20
  Invest Financial Corporation
  York, PA
  Hanover, PA
  Hanover, PA
  Enola, PA
  Appleton, WI
  Greencastle, PA
  Elizabethtown, PA
  Hagerstown, MD
  Waynesboro, PA
  State College, PA
  Hancock, MD
  Lebanon, PA
  York, PA
  Harrisburg, PA
  Leola, PA
  Ephrata, PA
  Chambersburg, PA
  Chambersburg, PA
  Hagerstown, MD
  Camp Hill, PA
  Harrisburg, PA
  Mercersburg, PA
  Harrisburg, PA
  Mcconnelsburg, PA
  Chambersburg, PA
  Waynesboro, PA
  Carlisle, PA
  Carlisle, PA
  Dover, PA
  Hershey, PA
  Shippensburg, PA
  Camp Hill, PA
  Palmyra, PA
  Appleton, WI
• 2009-08-13 → 2009-12-21
  Uvest Financial Services Group, Inc.
  Mechanicsburg, PA
  Mechanicsburg, PA
  Charlotte, NC

Other Businesses

1. 02/13/2024 - Messiah College - Non-Inv Related - Grantham, PA - Other - Soccer Camp Coach - Started: 6/2/2024 - 10 Hrs/mo; 1 Hr During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-08-11
• S63 Uniform Securities Agent State Law Examination
  2003-05-15

Other Names

• Mike Russ