Best Investors Account Sign in
Inactive

Charles Michael Russo

Classic Financial

Westlake Village, CA

Claim This Profile
Current Employers
Classic Financial

2535 Townsgate Road Suite 310, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2025-09-02
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

2535 Townsgate Road Suite 310, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Classic Financial & Insurance Services, Inc. Westlake Village CA 01/2000 Present
  • 01/2000 → Present
    Classic Financial & Insurance Services, Inc.
    Westlake Village, CA
Previous Registrations
Other Businesses

Independent insurance agent; investment related; CA; started 2000; approximately 10% of his time is spent in this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-17
S63 Uniform Securities Agent State Law Examination 1991-04-29
  • S65 Uniform Investment Adviser Law Examination
    1999-11-17
  • S63 Uniform Securities Agent State Law Examination
    1991-04-29
Designations
Other Names
  • Charles Michael Russo

View on SEC IAPD

Other Firms

MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN

Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor