Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Baker Russell, a financial advisor with over 25 years of experience in the industry, is currently affiliated with Merit Financial Advisors, a Registered Investment Advisor based in Alpharetta, Georgia. James holds Series 6, 7, and 63 licenses, along with the SIE exam, and is a Chartered Financial Consultant. James has a diverse background, having worked with firms like Securities America, Inc., Centennial Capital Management, Inc., and Manequity, Inc. James has worked in multiple locations throughout his career, but currently focuses on serving clients in the states of Alabama, Florida, Georgia, New Jersey, New York, Oregon, South Carolina, Tennessee, and Washington.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Consulting fees
1
2
GA
08/22/2007 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
12/06/2010 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
06/02/2000 - 12/09/2010
SECURITIES AMERICA, INC. (ALPHARETTA GA)
GA
09/05/1997 - 08/08/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
05/08/1998 - 06/20/2000
MANEQUITY, INC. (BOSTON MA)
GA
02/05/1997 - 08/14/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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