Connor Russ, financial advisor Taunton MA

Connor Russ

CRD Number: 7439679
Current Firm: Raymond James Financial Services Advisors, Inc.

Connor Russ (CRD# 7439679) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Taunton, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Smfoa Fall River, MA Jun 2022 - Current 1
Smfoa Fall River, MA Jun 2022 - Current 1
Raymond Financial Service Advisors, Inc. Taunton, MA Apr 2022 - Current 2
Raymond James Financial Services, Inc. Taunton, MA Jan 2022 - Current 2
Bristol County Savings Bank Taunton, MA Jan 2022 - Current 2
Bristol Wealth Group Taunton, MA Jan 2022 - Current 2
Bristol County Savings Bank Taunton, MA Jun 2018 - Dec 2021 3
U Mass Dartmouth Dartmouth, MA Jan 2017 - Dec 2019 2
U Mass Dartmouth Dartmouth, MA Apr 2018 - May 2018 < 1
Papa Gino's Middletown, RI Oct 2017 - Mar 2018 < 1
Town Of Middletown Middletown, RI May 2012 - Aug 2017 5
Newport Community School Newport, RI Jan 2017 - May 2017 < 1
Newport Daily News Newport, RI Sep 2016 - Feb 2017 < 1
Bryant University Smithfield, RI Jul 2014 - Aug 2016 2
Olympia Sports Middletown, RI Nov 2013 - Jun 2014 < 1
Middletown High School Middletown, RI Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Connor Russ
Phone Number: 727-567-3020
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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