Julie L. Russell

ALLSTATE FINANCIAL ADVISORS

Wellington, FL 33449-8147

Some features on this profile are disabled

CRD#: 1270596

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

Are you a "fiduciary"?

Yes

Aliases

Julie Lynn Danahoo | Julie Foster | Julie Foster Russell | Julie Lynne Russell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Julie Russell Inc. President duties:Modeling, acting. live theater film modeling;4 hours a month, none during market hours not investment related 10/01/2010 EVERLAKE & LBL POSITION: agent NATURE: servicing customer for allstate legacy business INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2025 ADDRESS: 12180 South Shore Blvd Suite 103, Wellington FL 33414, United States DESCRIPTION: serviucing customers for allstate legacy business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Russell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 10, 2015 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 3319 S State Road 7 Ste 306, Wellington, FL 33449-8147

RIA

CRD#: 109524

Wellington, FL

Current

October 29, 2015 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 3319 S State Road 7 Ste 306, Wellington, FL 33449-8147

CRD#: 7059

NEW YORK, NY

Past

November 10, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 25, 1985 - October 6, 1987

FLAGLER SECURITIES, INC.

CRD#: 16200

Past

October 1, 1985 - November 18, 1985

GRUNTAL & CO., L.L.C.

CRD#: 372

Past

September 3, 1985 - June 9, 1987

MEDICAL RESEARCH MANAGEMENT GROUP, INC.

CRD#: 16299

Past

June 21, 1984 - October 1, 1985

JII SECURITIES INC.

CRD#: 406

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(10/29/2015)

Florida
(10/29/2015)

IAR

Florida
(11/10/2015)

Maine
(6/12/2017)

Maryland
(9/11/2018)

Massachusetts
(11/27/2018)

New Jersey
(1/10/2017)

New York
(10/29/2015)

Tennessee
(6/13/2017)

Virginia
(1/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/19/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/19/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

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.

Similar Advisors

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

West Palm Beach, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julie L. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NFSG CORPORATION

NEWBRIDGE SECURITIES CORPORATION

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

FLAGLER SECURITIES, INC.

GRUNTAL & CO., L.L.C.

MEDICAL RESEARCH MANAGEMENT GROUP, INC.

JII SECURITIES INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/1992

Series 63

Date: 6/30/1984

SIE

Date: 10/1/2018

Series 3

Date: 12/19/1988

Series 7

Date: 6/16/1984

Series 24

Date: 8/19/2003

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors