Sarah Lynn Russell-frossard
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Oakstar Bank & TrustJul 2024 to now
- LPL Financial LLCFeb 2023 to now
- Simmons BankDec 2022 to Jul 2024
- Arvest BankDec 2019 to Dec 2022
- Arvest Wealth ManagementFeb 2019 to Dec 2022
- Arvest BankMay 2016 to Jan 2019
- Arvest Wealth ManagementMay 2016 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6326604
- Firm CRD
- 6413