Julie L. Russell
Professional summary
Julie Lynn Russell, who also goes by Julie Lynn Danahoo, Julie Foster, Julie Foster Russell, Julie Lynne Russell, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Wellington, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in Wellington, Florida.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Julie has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Lynn Russell's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2015 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 3319 S State Road 7 Ste 306, Wellington, FL 33449-8147October 29, 2015 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 3319 S State Road 7 Ste 306, Wellington, FL 33449-8147January 2, 2015 - November 2, 2015
MSI FINANCIAL SERVICES, INC.
January 2, 2015 - November 2, 2015
MSI FINANCIAL SERVICES, INC.
January 25, 2012 - January 2, 2015
NEW ENGLAND SECURITIES
January 6, 2012 - January 2, 2015
NEW ENGLAND SECURITIES
December 10, 2009 - January 3, 2012
NFSG CORPORATION
October 30, 2009 - January 3, 2012
NEWBRIDGE SECURITIES CORPORATION
October 31, 2005 - November 3, 2009
OSAIC SERVICES, INC.
October 31, 2005 - November 3, 2009
OSAIC SERVICES, INC.
August 26, 2002 - October 31, 2005
SENTRA SECURITIES CORPORATION
August 16, 2002 - October 31, 2005
SENTRA SECURITIES CORPORATION
July 31, 1993 - August 28, 2002
CITIGROUP GLOBAL MARKETS INC.
July 31, 1993 - August 28, 2002
CITIGROUP GLOBAL MARKETS INC.
November 10, 1988 - July 31, 1993
LEHMAN BROTHERS INC.
November 25, 1985 - October 6, 1987
FLAGLER SECURITIES, INC.
October 1, 1985 - November 18, 1985
GRUNTAL & CO., L.L.C.
September 3, 1985 - June 9, 1987
MEDICAL RESEARCH MANAGEMENT GROUP, INC.
June 21, 1984 - October 1, 1985
JII SECURITIES INC.
Primary Firm SEC Registration
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/29/2015)
(10/29/2015)
(11/10/2015)
(6/12/2017)
(9/11/2018)
(11/27/2018)
(1/10/2017)
(10/29/2015)
(1/12/2026)
(6/13/2017)
(1/31/2023)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
Contact information
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
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.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Wellington, FL 33449-8147TRUST BUT VERIFY
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