Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Lynn Bacon is a financial advisor with over 20 years of experience in the industry. Russell currently works at Cetera Investment Advisers LLC, with offices in St. Louis, MO. Russell has a broad range of experience having worked at firms such as Pacific West Securities, Inc., Next Financial Group, Inc., and Citadel Investment Services, Inc. Russell is registered with FINRA as a General Securities Representative and holds a Series 63, Series 65, and a Series 7 license. Russell also holds active licenses to provide financial advice in the states of Florida, Missouri, Nevada, and Texas. In addition to his advisory experience, Russell is a board member of Money Smarts School of Finance for Children, a non-profit organization.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
07/19/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (ST LOUIS MO)
MO
02/24/2003 - 07/25/2006
NEXT FINANCIAL GROUP, INC. (ELLISVILLE MO)
MO
06/05/2002 - 03/18/2003
CITADEL INVESTMENT SERVICES, INC. (WASHINGTON MO)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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