Russell A. Linnebur
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Russell Alan Linnebur, who also goes by Russ Linnebur, Russell Linnebur, Russell Alan Linnebur, was a registered financial professional .
Russell is a previously registered financial professional and started their career in finance in 1982. Russell had worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 15, Series 5 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 28, 2018 - September 25, 2019
BENEFIT FINANCIAL SERVICES GROUP
March 15, 2018 - June 14, 2018
VALIC FINANCIAL ADVISORS, INC.
March 6, 2018 - June 14, 2018
VALIC FINANCIAL ADVISORS, INC.
November 22, 2016 - March 2, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
November 14, 2016 - March 2, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
March 25, 2015 - May 19, 2015
EQUITABLE ADVISORS, LLC
July 10, 2006 - January 27, 2009
LBMZ SECURITIES, INC.
April 10, 2003 - July 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 10, 2003 - July 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 14, 1994 - May 17, 2001
UBS FINANCIAL SERVICES INC.
August 24, 1990 - February 23, 1994
PRUDENTIAL EQUITY GROUP, LLC
March 8, 1988 - September 11, 1990
FINANCIAL SQUARE PARTNERS
October 28, 1985 - March 17, 1988
CITIGROUP GLOBAL MARKETS INC.
January 25, 1982 - November 11, 1985
DREXEL BURNHAM LAMBERT INCORPORATED
Primary Firm SEC Registration
BENEFIT FINANCIAL SERVICES GROUP
CRD#: 143617 / SEC#: 801-67796
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 15
Date: 12/22/1983
Foreign Currency Options ExaminationSeries 5
Date: 12/3/1982
Interest Rate Options ExaminationCurrent Firm
BENEFIT FINANCIAL SERVICES GROUP
CRD#: 143617 / SEC#: 801-67796
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 855 |
| AUM (Assets Under Management) | $ 1,290,227,768 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
