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Bryan Timothy Russell

Stonex Advisors Inc.

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About Bryan Timothy Russell

Bryan Russell is a financial advisor with Stonex Advisors Inc., a company based in Birmingham, Alabama. Bryan has worked in the financial industry since December 19, 2014. Bryan has experience in providing financial consulting services, financial planning, pension consulting, educational seminars, and selection of other advisors. Bryan holds Series 6, 63, 65 and SIE licenses. In addition to working with Stonex Advisors Inc., Bryan is also an Associate Agent with Chris Arnott Agency, Inc. where Bryan sells and services client accounts for life, health, and Medicare insurance as well as fixed investments.

Firm Information

Bryan Russell is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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Bryan Russell’s Registration & Firm History

OH

07/20/2023 - Present

Stonex Advisors Inc. (East Liverpool OH)

OH

09/21/2015 - 06/24/2021

VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)

OH

04/02/2013 - 12/23/2013

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)

OH

04/02/2013 - 12/23/2013

MUTUAL OF AMERICA SECURITIES CORPORATION (AKRON OH)

OH

02/15/2011 - 03/19/2013

W&S BROKERAGE SERVICES, INC. (CANTON OH)

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Licenses & Designations

IA

Issued 11/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bryan Timothy Russell. Review regulatory record here.
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