John Russell (CRD# 1305765) is an Investment Advisor Representative working at The Advisors Group in Lubbock, TX and has over 39 years of experience in the finance industry. John Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
CRD# 14422
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategy, Inc. Dba The Advisors Group | Lubbock, TX | Oct 2017 - Current | 6 |
| The Advisors Group | Lubbock, TX | Sep 1978 - Nov 2018 | 40 |
| Signal Securities, Inc. | Fort Worth, TX | Sep 2012 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
- TX
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Total Assets Under Management105MILLIONS
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Total Number of Accounts498ACCOUNTS
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Average Account Value$210,565
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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