Russell Melville Hanscom

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

• 04/2013 → 11/2016
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2013 → Present
  Trumark Financial Credit Union
  Ft Washington, PA
• 11/2016 → Present
  Lpl Financial, Llc
  Ft. Washington, PA

Previous Registrations

• 2013-04-03 → 2016-11-30
  Cuso Financial Services, L.P.
  Trevose, PA
  Conshohoken, PA
  Fort Washington, PA
• 2010-02-19 → 2013-04-08
  Invest Financial Corporation
  Wilmington, DE
• 2009-01-02 → 2010-02-08
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2008-06-04 → 2009-01-02
  Raymond James Financial Services, Inc.
  West Chester, PA
  Lancaster, PA
• 2006-08-25 → 2008-06-04
  Cetera Investment Services Llc
  Lancaster, PA
  West Chester, PA
• 2006-04-26 → 2006-08-15
  Pnc Wealth Management Llc
  Wilmington, DE

Other Businesses

1. 9/9/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 08/02/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 04/01/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 200 hours per month/ 160 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-03
• S63 Uniform Securities Agent State Law Examination
  1983-03-14

Other Names

• Russell Melville (Iii) Hanscom