Joseph Roy Russo

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial, Llc
  Cedar Rapids, IA
• 09/2008 → 12/2019
  Advantage Investment Management, Llc
  Naples, FL
• 09/2019 → Present
  Private Advisor Group, Llc
  Cedar Rapids, IA

Previous Registrations

• 2008-09-22 → 2019-12-31
  Advantage Investment Management, Llc
  Naples, FL
  Cedar Rapids, IA
• 2003-08-15 → 2009-12-01
  National Planning Corporation
  West Palm Beach, FL
  Naples, FL
  Cedar Rapids, IA
• 2000-10-02 → 2009-01-15
  J.R. Russo Investment Advisors
  Cedar Rapids, IA
• 2001-10-04 → 2003-08-18
  Walnut Street Advisers Inc
  Cedar Rapids, IA

Other Businesses

1.Mr. Russo uses Advantage Investment Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Russo is registered at, and is related to his investment services practice. Mr. Russo devotes about 40 hours per month to this activity, including about 40 hours during securities trading hours, concurrently with time Mr. Russo devotes to activity providing investment services through PAG. 2.Mr. Russo is a board member with the Race Realty. Such activities are separate and apart from Private Advisor Group. This activity does not occur at the address where Mr. Russo where is registered. Mr. Russo devotes minimal time to this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  1979-11-17

Other Names

• Joe Russo