LR
Lawrence J. Russell
LAWRENCE RUSSELL AND COMPANY
PASADENA, CA
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CRD#: 4865469
LR
Professional summary
Lawrence John Russell is a registered financial advisor currently at LAWRENCE RUSSELL AND COMPANY located in Pasadena, California.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lawrence has worked at 1 firm and has passed the Series 65 exam.
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.
Lawrence Russell and Company pursues other non-advisory lines of business within the Lawrence Russell and Company partnership. Therefore, the following are the same for these other business lines: 1) name of the business, 2) address of the business, 3) my position and title, and 4) the starting date of my involvement in the business. I am the architect and developer of the VeriPlan lifetime financial planning software product that has been licensed over the Internet to do-it-yourself home users since 2007 by Lawrence Russell and Company. In addition, since 2003, I have written, published, and promoted general interest financial articles and/or ebooks on a variety of websites owned by Lawrence Russell and Company. Furthermore, Lawrence Russell has published third party advertisements on our websites primarily though the Google Adsense advertising service. The nature of these other business lines are non-advisory and non-investment related, and they are conducted separately from the regulated advisory business of Lawrence Russell and Company. These other activities are disclosed as being separate from our regulated financial and investment planning activities. During the average month, I typically spend half-time or approximately 80 hours per month on these other activities. On a daily basis, during trading hours, I typically spend about two to three hours on these other activities. Doing so has no impact on any financial and investment advisory client, since Lawrence Russell and Company does not manage the assets of any client.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence John Russell'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®
NoneExperience
Current
January 3, 2005 - Present
LAWRENCE RUSSELL AND COMPANY
RIA
CRD#: 133101
PASADENA, CA
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
California(1/3/2005)
Current Firm
LR
LAWRENCE RUSSELL AND COMPANY
LAWRENCE RUSSELL AND COMPANY
CRD#: 133101 / SEC#:
California
Registered Investment Advisory firm - (1/1/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Pasadena, CA
Mailing Address
Phone number
(626) 399-9579
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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