Marin County, California – March 1st, 2013 -- Tim Russell, an independent financial advisor at Valley Oak Wealth Management in Novato, was recognized today for the tenth consecutive year as a top financial advisor and named to the LPL Financial Chairman’s Club. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer*, and is awarded to less than six percent of the firm’s approximately 13,100 advisors nationwide.
“Our process is geared toward conservative investors who are close to or
in retirement who appreciate working with a team who is dedicated to their individual needs and success,” said Tim, “…it has always been, and continues
to be, a great passion and honor to serve and educate my select few clients.”
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“We congratulate Tim for this remarkable achievement, which signifies excellence and
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a proven ability to deliver innovative financial services and solutions,” said Bill Dwyer,
of LPL Financial. “Chairman’s Club Advisors are without a doubt among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
Tim Russell provides access to independent financial planning services, investment advice and asset management services to over 250 clients in Northern California.
Past president of the National Association of Financial Service Professionals (NAFSP),
Tim is also active in the local Chamber of Commerce and the National Association
Local Chapter of Enrolled Agents.
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc.
(NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2012), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to advisors and institutions. LPL Financial and its affiliates have approximately 2,900 employees with headquarters
in Boston, Charlotte, and San Diego.
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Tim Russell is a Registered Principal with and securities, asset management and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Valley Oak Wealth Management and LPL Financial are unaffiliated entities.
