Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell is a Registered Investment Advisor (IA) with Strategic Investment Planning LLC. James is also a Certified Public Accountant (CPA) and holds a Series 7 and Series 66 license. Prior to joining Strategic Investment Planning, James was a Registered Representative at Jefferson Pilot Securities Corporation. James also has experience working with Filomeno & Company, P.C., Filomeno Wealth Management LLC, and Russell & Company CPA, P.C. James is located in West Hartford, CT.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation is via solictor fees
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CT
05/18/2016 - Present
Strategic Investment Planning LLC (WEST HARTFORD CT)
CT
01/31/2001 - 04/27/2006
JEFFERSON PILOT SECURITIES CORPORATION (WEST HARTFORD CT)
BOTH
Issued 08/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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