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Russel J. Upton

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Rancho Santa Fe, CA

Address:
214 Via Osuna
Rancho Santa Fe, CA 92091
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About Russel J. Upton

Russel Upton is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Rancho Santa Fe, California. Russel Upton holds an industry securities registration subject to FINRA oversight having passed securities examinations including S31, S6, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Russel Upton provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Russel Upton
214 Via Osuna
Rancho Santa Fe, CA 92091

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Website:

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