Lois  Russell,  CFP<sup>&reg;</sup> - Financial Advisor

Lois Russell, CFP®

Tuggle & Russell LLC

3939 Beltline Rd, Ste 215
Addison, TX 75001
(972) 759-0203

General

Lois Russell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tuggle & Russell LLC in Addison, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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