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Russell Clarke Livesay

DISCIPLINED INVESTORS, L.L.C.·WACO, Texas
Clean recordDISCIPLINED INVESTORS, L.L.C.
100 NORTH 6TH STREET, SUITE 500, WACO, TX 76701CRD# 5328236Firm CRD# 114614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Clarke Livesay · WACO, TX
Registration
CRD #5328236 · DISCIPLINED INVESTORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Russell Clarke Livesay is a registered financial advisor based in WACO, Texas, affiliated with DISCIPLINED INVESTORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
AUM
$577M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DISCIPLINED INVESTORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5328236
Firm CRD# 114614
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell Clarke Livesay offer?
Russell Clarke Livesay specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.
What are Russell Clarke Livesay's credentials?
Russell Clarke Livesay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Clarke Livesay located?
Russell Clarke Livesay is based in WACO, Texas, working with DISCIPLINED INVESTORS, L.L.C.. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Russell Clarke Livesay charge for services?
Russell Clarke Livesay'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 DISCIPLINED INVESTORS, L.L.C.?
DISCIPLINED INVESTORS, L.L.C. has approximately 7 employees and manages $577M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Todd David Stoner
WACO, TX

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