Russell Vinson Dawson
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
13 years in the industry.
- Astera Credit UnionMay 2020 to now
- LPL Financial LLCMay 2020 to now
- Minnesota Life Insurance CompanyJul 2018 to Mar 2020
- Securian Financial Advisors of the Great LakesJul 2018 to Mar 2020
- Securian Financial Services IncJun 2018 to Mar 2020
- Huntington BankJan 2018 to Mar 2018
- UnemployedAug 2017 to Jan 2018
- Tropical Financial Credit UnionMar 2017 to Aug 2017
- TD BankNov 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6177425
- Firm CRD
- 6413