Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Williams is a financial advisor who is currently registered with Vanguard Advisers, Inc.. Russell has been in the industry since 2010 and holds both Series 66 and Series 7 licenses. Russell has previously worked at USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, SCOTTRADE, INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and FIRST COMMAND FINANCIAL PLANNING, INC. Russell Williams is a highly experienced financial advisor who is committed to helping clients reach their financial goals.
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.
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.
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2
NC
03/08/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
TX
12/14/2018 - 07/23/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/14/2018 - 07/18/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/26/2015 - 03/09/2018
SCOTTRADE, INC. (SAN ANTONIO TX)
TX
10/01/2012 - 01/08/2015
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
03/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
05/12/2008 - 08/19/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
SC
09/03/2007 - 04/17/2008
FIRST COMMAND FINANCIAL PLANNING, INC. (N. CHARLESTON SC)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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