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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kirby Russell is a financial advisor in Timonium, Maryland, with over 35 years of experience in the industry. John is currently registered with The L. Warner Companies, Inc. John holds both Series 7 and Series 63 licenses. John also holds the Certified Financial Planner designation. John's past experience includes working with M Holdings Securities, Inc., Mutual Service Corporation and LM Financial Partners, Inc. John specializes in providing financial planning and investment management for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Business consulting and plan administration services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
04/19/2004 - Present
THE L. Warner Companies, Inc. (TIMONIUM MD)
MD
12/20/2006 - 05/31/2024
M HOLDINGS SECURITIES, INC. (TIMONIUM MD)
MD
09/11/2002 - 12/31/2006
MUTUAL SERVICE CORPORATION (TIMONIUM MD)
LA
06/11/1998 - 09/10/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
MN
08/20/1987 - 06/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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