Russell George Luce

Current Employers

Employment History

• 02/2007 → 10/2018
  Foresters
  Livonia, MI
• 09/2010 → Present
  Planning Legacies Fiancial Group
  Oak Lawn, IL
• 01/2014 → 01/2020
  Tailored Events
  Vernon Hills, IL
• 01/2020 → 10/2022
  Lifemark Securities Corp.
  Rochester, NY
• 11/2018 → 11/2018
  Lifemark Securities Inc.
  Rochester, NY
• 11/2018 → 01/2020
  Ipi Wealth Management, Inc.
  Decatur, IL
• 11/2018 → 01/2020
  Investment Planners, Inc.
  Decatur, IL
• 10/2022 → 12/2024
  Silver Oak Securities
  Jackson, TN
• 12/2024 → Present
  Chelsea Financial Services
  Staten Island, NY

Previous Registrations

• 2022-10-10 → 2024-12-31
  Silver Oak Securities, Incorporated
  Orland Park, IL
  Knoxville, TN
  Orlando Park, IL
  Valparaiso, IN
• 2020-01-16 → 2022-11-11
  Lifemark Securities Corp.
  Orland Park, IL
  Orland Park, IL
  Livonia, MI
  Valparaiso, IN
• 2018-11-14 → 2020-01-21
  Ipi Wealth Management, Inc.
  Oak Lawn, IL
  Decatur, IL
  Orland Park, IL
• 2018-10-30 → 2018-11-15
  Lifemark Securities Corp.
  Oak Lawn, IL
  Rochester, NY
  Oak Lawn, IL
• 2008-09-12 → 2018-11-05
  Foresters Equity Services, Inc.
  Livonia, MI
  Oak Lawn, IL
  Oak Lawn, IL
  Livonia, MI
• 2006-09-22 → 2007-02-07
  World Equity Group, Inc.
  Lombard, IL
  Willowbrook, IL

Other Businesses

1). Planning Legacies Financial Group,Is Not Investment Related,"7911 Laguna Lane, Orland Park, IL 60462, Orland Park, IL 60462, Orland Park, IL 60462, Orland Park, IL, 60462, United States",Insurance,Preident,2007-01-01,30 hours per month,20 hours per month during trading hours,Commission Compensation,Full Insurance firm for Fixed Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-19
• S63 Uniform Securities Agent State Law Examination
  1994-05-11