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John Burke Russell

National Financial Services LLC

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About John Burke Russell

John Burke Russell has been a registered investment advisor for over 30 years. Currently, John is registered with National Financial Services LLC and Fidelity Brokerage Services LLC. John has held previous positions at Fidelity Investments Institutional Services Company, Inc., OLDE Discount Corporation and Scudder Investor Services, Inc. John has a broad range of experience and holds several professional licenses including Series 6, 7, 9, 10, 63 and 65.

Firm Information

John Russell is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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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John Russell’s Registration & Firm History

MA

10/02/2023 - Present

National Financial Services LLC (BOSTON MA)

RI

08/14/1995 - 10/19/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MI

11/03/1993 - 07/05/1995

OLDE DISCOUNT CORPORATION (DETROIT MI)

NY

06/22/1992 - 08/13/1993

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/28/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1993

Series 7 - General Securities Representative Examination

BC

Issued 06/19/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Burke Russell.
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