Andrew D. Russell
Professional summary
Andrew D Russell, who also goes by Andrew David Russell, is a registered financial advisor currently at RUSSELL WEALTH ADVISORS located in Boone, Iowa and LPL FINANCIAL LLC located in Boone, Iowa.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Andrew has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew D Russell's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2017 - Present
RUSSELL WEALTH ADVISORS
Office #1: 611 Story Street, Boone, IA 50036March 27, 2018 - Present
LPL FINANCIAL LLC
Office #1: 611 Story St., Boone, IA 50036State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/15/2017)
(3/27/2018)
(5/13/2025)
Exams
FINRA
Current Firm
RUSSELL WEALTH ADVISORS
CRD#: 290403 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 90,958,830 |
Red Flags
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