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Donald Rhea Russell

Clarendon Insurance Agency, Inc.

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About Donald Rhea Russell

Donald Russell is a financial professional with over 10 years of experience in the financial services industry. Donald is currently registered with Clarendon Insurance Agency, Inc. and is licensed in Indiana. Donald specializes in investment company products and variable contracts. Donald has held previous roles at J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC.

Firm Information

Donald Russell is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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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Donald Russell’s Registration & Firm History

IN

05/13/2016 - Present

Clarendon Insurance Agency, Inc. (Zionsville IN)

IN

02/07/2013 - 04/02/2016

J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)

IN

01/13/2012 - 01/08/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 02/11/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Rhea Russell.
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