William Dean 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

• 02/1996 → 11/2017
  South Side Bank
  Peoria, IL
• 07/1999 → 11/2017
  Raymond James Financial Services, Inc.
  St Peoria, IL
• 02/2018 → 03/2018
  Pnc Investments
  Peoria, IL
• 03/2018 → Present
  Better Banks
  Peoria, IL
• 03/2018 → Present
  Lpl Financial Llc
  Peoria, IL

Previous Registrations

• 2009-01-02 → 2017-12-04
  Raymond James Financial Services Advisors, Inc
  Peoria, IL
• 1999-09-17 → 2009-01-02
  Raymond James Financial Services, Inc.
  Peoria, IL
  Peoria, IL
  West Peoria, IL
  Peoria, IL
  Chillicothe, IL
  Peoria, IL

Other Businesses

1)3/14/18-Investment Strategists at Better Banks- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business locations(s)-100%

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-20
• S63 Uniform Securities Agent State Law Examination
  1994-01-13

Other Names

• Bill Russell
• William D Russell