Press Releases



Vicki Cantor, Branch Operations Manager

(415) 898-4439


Marin County, California — March 22, 2023 — Tim Russell, CLU, ChFc, Founder/Wealth Advisor, an independent LPL Financial advisor at Valley Oak Wealth Management in Novato, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 1% of the firm’s more than 21,000 financial advisors nationwide*.

“This is an impressive achievement that Tim has earned as a top performer and showcases he and his team’s dedication to their clients,” said Angela Xavier, LPL Executive Vice president, Independent Advisor Services. “It is an honor to support Tim with robust technology, integrated products and differentiated services so he can run a thriving practice. We wish Tim and his entire team continued success as they create meaningful impact in the lives of their clients.” 

Russell and his team at Valley Oak Wealth Management serve clients based in Marin and Sonoma Counties, and is licensed to discuss and transact securities with residents in the following states: CA, AZ, GA, IL, NC, NJ, NV, OR, TN, TX, CO, PA, ID, NM, NH, and MT. They provide a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, college saving accounts, tax savings ideas, and more. 

“It is truly an honor to be recognized at this level.” Said Tim. “We are experiencing a time in the markets and the economy when you need someone in your corner to oversee the best possible journey, to maintain, and grow your future wealth. I help decipher the noise and put in simple terms what other experts are saying, and the best course of action for you and your family, based on your exact situation at this moment in time.”

Tim Russell is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ 

financial lives. 

About Valley Wealth Oak Management

Valley Oak Wealth Management was founded in 2008 with the goal of assisting clients in every aspect of their financial lives. They provide the most personal service available, thus earning a reputation for excellence in the industry. For each of their clients, they strive to help create financial stability and security to provide financial independence.

Their team consists of experienced professionals with a “hands on” approach to financial guidance.  As financial professionals, they will do everything in their power to keep their client focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams


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About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Achievement is based on annual production among LPL Advisors only.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021. 

LPL and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.