Wendy Jae Russell
Investment adviser representative at LPL Financial LLC
21 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Wendy Jae Russell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCDec 2024 to now
- USAAJan 2017 to Nov 2024
- USAA Financial Advisors IncMar 2005 to Jan 2017
- USAA Financial Planning ServicesMar 2005 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650128
- Firm CRD
- 6413