Newport Securities
43yrs
Top advisor by experience in Temecula
12yrs
Based in Temecula, California, Russell Handler is a fiduciary financial advisor with 12 years of industry experience. Russell joined LPL Financial in 2022, after five years at Putnam Investment Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeTemecula, CA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2017 – 2022Putnam Investment Management, LLCPreviously
Questions to ask Russell
Tailored to Russell’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 Russell
How do I contact Russell?
Call LPL Financial at (704) 733-3300 and ask for Russell Handler. Russell works from the Temecula, CA office.
How long has Russell been a financial advisor?
Russell has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Russell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Russell a fiduciary?
Russell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Russell paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Russell 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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