Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor James Russ is an investment advisor representative registered with Bristol Wealth Group. Connor has over 10 years of experience in the financial industry. Before joining Bristol Wealth Group, Connor worked for Raymond James Financial Services, Inc. Connor holds a Series 7TO, Series 66, and SIE licenses. Connor specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
10/23/2024 - Present
Bristol Wealth Group (TAUNTON MA)
MA
03/17/2022 - 07/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAUNTON MA)
BOTH
Issued 04/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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