RL
Russell C. Livesay
DISCIPLINED INVESTORS, L.L.C.
WACO, TX 76701
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CRD#: 5328236
RL
Professional summary
Russell Clarke Livesay, AIF® is a registered financial advisor currently at DISCIPLINED INVESTORS, L.L.C. located in Waco, Texas.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Russell 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.
Southern Media Specialists, LLC. The business is not investment related. Its physical address is 100 N. 6th Street, Suite 500, Waco, TX 76701. The business primarily engages in print media consulting and publishing a travel magazine. My title is President. It has no relationship with Disciplined Investors, LLC. The business was started in 2012, I devote a very limited amount of time to the operations of the business as my primary employee performs all of the operational aspects of the company. I spend approx. 5 hours per month working on the business of Southern Media Specialists, LLC although I devote no time to this during trading hours. My duties include reconciling bank statements, accounting and payroll functions.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Clarke Livesay'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®
Experience
Current
May 24, 2007 - Present
DISCIPLINED INVESTORS, L.L.C.
Office #1: 100 North 6th Street Suite 500, Waco, TX 76701RIA
CRD#: 114614
WACO, TX
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".
DI
DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
CRD#: 114614 / SEC#: 801-67768
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Texas
Registered Investment Advisory firm - (5/10/2007 Terminated)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
Texas(5/24/2007)
Current Firm
DI
DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
CRD#: 114614 / SEC#: 801-67768
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Texas
Registered Investment Advisory firm - (5/10/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 North 6th Street Suite 500, Waco, TX 76701
Mailing Address
Phone number
(254) 265-7410
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,510 |
| AUM (Assets Under Management) | $ 702,453,810 |
Red Flags
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