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Russell Clarke Livesay

DISCIPLINED INVESTORS, L.L.C.·WACO, Texas
Series 65Clean record19 years registeredDISCIPLINED 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. · 19 years registered
Brand Profile
Not yet started
01

Career History

DISCIPLINED INVESTORS, L.L.C.
May 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 24, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DISCIPLINED INVESTORS, L.L.C.
CRD 114614 · SEC 801-67768
AUM
$577M
Regulatory assets under management
Employees
7
1,378 client accounts
Services offered by DISCIPLINED INVESTORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DISCIPLINED INVESTORS, L.L.C. →
Introduction

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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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