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Russell Wild

GLOBAL PORTFOLIOS
Philadelphia, PA
Some features on this profile are disabled
CRD#: 4622000
RW

Professional summary

Russell Wild is a registered financial advisor currently at GLOBAL PORTFOLIOS, LLC located in Philadelphia, Pennsylvania.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Russell has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
SELF EMPLOYED FINANCIAL JOURNALIST, APPROXIMATELY 60 HOURS PER MONTH. I WRITE ARTICLES AND BOOKS, MOSTLY ABOUT INVESTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Wild's 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

February 12, 2010 - Present

GLOBAL PORTFOLIOS, LLC

RIA
CRD#: 129777
Philadelphia, PA
Past

January 13, 2003 - December 31, 2003

BALDRIGE ASSET MANAGEMENT

RIA
CRD#: 108396
ALLENTOWN, PA

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(2/12/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/2003
Uniform Investment Adviser Law Examination

Current Firm

GP
GLOBAL PORTFOLIOS, LLC
GLOBAL PORTFOLIOS | WILD, RUSSELL | GLOBAL PORTFOLIOS, LLC

CRD#: 129777 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/29/2004 Approved)
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Contact information

Main Address
Philadelphia, PA
Mailing Address
Phone number
(267) 774-5134
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

GLOBAL PORTFOLIOS, LLC

CRD#: 129777Philadelphia, PA

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