Sandra Stephens Russ

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2006 → 03/2022
  Allstate Insurance Co
  Lenoir, NC
• 03/2006 → 03/2022
  The Russ Agency Inc
  Lenoir, NC
• 03/2022 → 12/2023
  Lifetime Asset Management, Llc
  Raleigh, NC
• 03/2022 → 12/2023
  Commonwealth Financial Network
  Waltham, MA
• 12/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2023 → Present
  Lifetime Asset Management, Llc
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-03

Designations

• Certified Financial Planner

Other Names

• Sandy Russ
• Sandra Stephens Owen
• Sandy Jo Russ
• Sandra Stephens Russ