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John Bright Russell

Osaic Wealth, Inc.

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About John Bright Russell

John Bright Russell is a financial advisor with over 30 years of experience in the industry. John currently works for Osaic Wealth, Inc. where John has worked since June 2024. Prior to that, John worked for Securities America, Inc. from September 2020 to June 2024 and Securities Service Network, LLC from June 2005 to September 2020. John holds licenses in several states, including Florida, Texas, Alabama, Michigan, Missouri, New Hampshire, New Jersey, New York, Ohio, and Tennessee. John specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John has a variety of experience working with individuals, families, businesses, and institutional clients.

Firm Information

John Russell is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Russell’s Registration & Firm History

FL

06/14/2024 - Present

Osaic Wealth, Inc. (Highland Beach FL)

FL

09/18/2020 - 06/14/2024

SECURITIES AMERICA, INC. (Highland Beach FL)

FL

06/13/2005 - 09/18/2020

SECURITIES SERVICE NETWORK, LLC (Highland Beach FL)

IN

11/28/2000 - 06/21/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

IN

05/31/1994 - 12/21/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/31/1994 - 12/21/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 01/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Bright Russell.
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