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James Alan Russell

Fidelity Brokerage Services LLC

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About James Alan Russell

James Alan Russell is a financial advisor with over 13 years of experience in the industry. James is registered with Fidelity Brokerage Services LLC and holds the Series 7, Series 63, Series 66, and Series 6TO licenses. James is currently registered in all 50 states and the District of Columbia. James has been employed with Fidelity Brokerage Services LLC since 2011, with a break in employment from 2014 to 2023. James is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

James Russell is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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James Russell’s Registration & Firm History

NH

02/22/2023 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

01/07/2011 - 07/07/2014

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 03/02/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2023

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

BC

Issued 01/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Alan Russell.
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