William RussellCRD Number: 6152754
Current Firm: Ned Davis Research Group
William Russell (CRD# 6152754) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 4 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Ned Davis Research Group||Venice, FL||Apr 2012 - Current||5|
|Quorum Biofilm Research Lab||Sarasota, FL||Sep 2011 - Apr 2012||< 1|
|Data Analytics Corporation||Sarasota, FL||Dec 2006 - Sep 2011||4|
|Greenwich Associates||Stamford, CT||Nov 1996 - Dec 2006||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
CA, FL, GA, MA
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.