Teresa K Russell

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

• 01/2014 → Present
  Lpl Financial Llc
  Columbus, OH

Previous Registrations

• 2014-01-21 → 2015-06-30
  Stratos Wealth Partners, Ltd
  Columbus, OH
• 2012-07-30 → 2014-01-24
  New England Securities
  Dublin, OH

Other Businesses

(1) 08/24/2016: TKR Financial Services - Business Entity For Tax/Investment Purposes Only - Investment Related - 3769 Columbus Pike, Suite 130, Delaware, Ohio 43015 - Start 09/01/2016 - 40 Hr/Mo; 40 Hours During Securities Trading (2) 11/03/2016: Telhio Wealth Management Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 10/30/2016 - 35 Hr/Mo; 35 Hour(s) During Securities Trading (3) 06/13/2019 - Greyson Tax & Consulting - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Strategist - Start Date: 05/15/2019 - 10 Hours Per Month/10 Hours During Securities Trading - Providing tax preparation services, tax planning, non-custodial bookkeeping. (4) 08/01/2019 - The Russell Sweeney Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading. (5) 08/01/2019 - Russell Sweeney Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading. (6) 9/4/2020 - Russell Sweeney, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 8/20/2020 - 100 Hours Per Month/100 Hours During Securities Trading. (7) 5/8/2021 - JuicePlus - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 9/18/2020 - 4 Hours Per Month/4 Hours During Securities Trading - Sales Rep for Juice Plus foods. (8) 3/1/2023 - Scoot Mortgage - Investment Related - 2258 Darlington Rd Beaver Falls, PA 15010 - Mortgage/Real Estate Services - Start Date - 01/18/2023 - 15 Hours Per Month/2 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-10-10

Other Names

• Teresa K Sebald