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Alison Russell

USI Securities, Inc.

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About Alison Russell

Alison Russell is a financial advisor with Usi Securities, Inc. Alison is a registered representative with FINRA and holds the Series 6 and SIE licenses. Alison has experience in the financial services industry since 2017 and has worked for VALIC Financial Advisors, Inc., Lincoln Financial Advisors Corporation, and Hartford Equity Sales Company Inc. Alison is currently registered in Connecticut.

Firm Information

Alison Russell is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Bundled consulting and advisory fees

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Alison Russell’s Registration & Firm History

CT

04/21/2022 - Present

USI Securities, Inc. (GLASTONBURY CT)

TX

07/25/2019 - 06/11/2020

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

IN

04/26/2017 - 05/30/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

CT

11/12/2002 - 07/19/2005

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 05/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Russell.
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