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Theresa Bailey Russell

GWM ADVISORS, LLC·BATON ROUGE, Louisiana
Unclaimed Profile
6300 CORPORATE BLVD, BATON ROUGE, LA 70809CRD# 1284588Firm CRD# 171351
01

About

Theresa Bailey Russell is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with GWM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWEDGE ADVISORS, LLC
NEWEDGE ADVISORS
AUM
$18.4B
Regulatory assets under management
Employees
570
Total firm employees
View all advisors at NEWEDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1284588
Firm CRD# 171351
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theresa Bailey Russell offer?
Theresa Bailey Russell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Theresa Bailey Russell's credentials?
Theresa Bailey Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Bailey Russell located?
Theresa Bailey Russell is based in BATON ROUGE, Louisiana, working with GWM ADVISORS, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Theresa Bailey Russell charge for services?
Theresa Bailey Russell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GWM ADVISORS, LLC?
GWM ADVISORS, LLC has approximately 570 employees and manages $18.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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