
John Russo (CRD# 1391390) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lincoln, NE and has over 12 years of experience in the finance industry.

CRD# 6059380
Rbc Capital Markets, LLC

CRD# 5639065
Lpl Financial LLC

CRD# 4474690
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Erc Specialists | Orem, UT | Aug 2023 - Current | < 1 |
Allstate Insurance Company | Northbrook, IL | Jul 2018 - Current | 5 |
Gold Coast Schools | Tamarac, FL | Sep 2016 - Current | 7 |
Allstate Distributors, LLC | Northbrook, IL | Aug 2018 - Jul 2021 | 2 |
Allstate Financial Services, LLC | Wellington, FL | Sep 2017 - Jul 2018 | < 1 |
C&d Corporate Services | Wormleysburg, PA | Oct 2016 - Sep 2017 | < 1 |
The Prudential Insurance Company Of America | Boca Raton, FL | Nov 2015 - Oct 2016 | < 1 |
Pruco Securites,llc | Boca Raton, FL | Nov 2015 - Oct 2016 | < 1 |
Unemployed | Delray Beach, FL | Sep 2015 - Nov 2015 | < 1 |
Park Avenue Securities, Llc/wholesale Div | New York, NY | Jun 2015 - Sep 2015 | < 1 |
Guardian Life Insurance | Delray Beach, FL | Apr 2015 - Sep 2015 | < 1 |
Lincoln Financial Securities | Portsmouth, VA | Dec 2014 - Mar 2015 | < 1 |
Unemployed | Delray Beach, FL | Sep 2014 - Nov 2014 | < 1 |
Metlife Securities | Baltimore, MD | Jul 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2011 |
S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- FL
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts139ACCOUNTS
-
Average Account Value$205,173
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.