Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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