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David Lance Russell

Jackson National Life Distributors LLC

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About David Lance Russell

David Lance Russell is a financial advisor who has been in the industry since April 28, 1999. David is currently registered with Jackson National Life Distributors LLC and has been with the firm since January 9, 2019. Previously, David has worked with Templeton/Franklin Investment Services, Inc., Franklin/Templeton Distributors, Inc., Pioneer Funds Distributor, Inc. and American General Funds Distributors, Inc. David holds a Series 6, Series 7, Series 24, Series 63 and SIE licenses. David is registered in Arkansas, Florida, Massachusetts and Utah.

Firm Information

David Russell is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

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.

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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David Russell’s Registration & Firm History

TN

01/09/2019 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

FL

01/28/2016 - 12/12/2018

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (ST. PETERSBURG FL)

FL

09/16/2003 - 12/12/2018

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

MA

02/03/2003 - 09/04/2003

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

11/26/1997 - 10/09/2001

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lance Russell.
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