Gary Dean Russell

Employer firm

Russell Wealth Advisors CRD 290403

$106M regulatory AUM 121 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/1996 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Boone, IA
• 12/2017 → Present
  Russell Wealth Advisors, Inc.
  Boone, IA

Other Businesses

1. 7/11/2011: Russell Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/8/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/28/2001 - 10 Hours Per Month During Securities Trading - FIXED LIFE, FIXED ANNUITY, DISABILITY AND LONG TERM CARE. 3. 12/15/2017 - Russell Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date 11/15/17 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Russell Wealth Advisor, an independent investment advisor firm. I started this business activity on 12/15/2017. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 4/12/2018 - Russell Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/11/2018 - 120 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-03-06