TrueAdvisor
TrueAdvisor
GW
GW

Georges J Wakim

Russell Investments
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Russell Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Location

100 E Wisconsin Ave, Ste 1550, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
November 2017 - Present · 8 yrs 3 mos
Russell Investments Financial Services, LLC
August 2017 - Present · 8 yrs 6 mos
Russell Investments Financial Services, LLCBroker
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2017 - August 2017 · 3 mos
State Registrations5 states
AKIDMTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.