Fragasso Financial Advisors
46yrs
Top advisor by experience in McMurray
24yrs
David Russo
Financial advisor at LPL Financial
Based in McMurray, Pennsylvania, David Russo is a fiduciary financial advisor with 24 years of industry experience. David has been with LPL Financial since 2023; before that, David spent nine years at Osaic Wealth. David holds the CFP® designation.
One of 60 advisors with offices in McMurray, and one of 54 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office205 East McMurray Rd, McMurray, PA 15317
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2014 – 2023Osaic Wealth, Inc.Previously
Contact David
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for David. 205 East McMurray RdMcMurray, PA 15317Office · Get directions Facebook pageLPL Financial
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Russo. David works from the McMurray, PA office.
How long has David been a financial advisor?
David has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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