Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Matthew Roush is a financial advisor with over 30 years of experience in the financial services industry. Russell has been with Raymond James & Associates, Inc. since 2013. Prior to joining Raymond James, Russell was a financial advisor at Morgan Keegan & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paine Webber Incorporated. Russell holds a Series 7, Series 63, and Series 65 securities licenses. Russell is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and is registered in the state of Georgia and Texas. Russell has also been a director/officer/member of the board or committee of the North Georgia Community Foundation since 2007. Russell provides financial advice to a variety of clients, including individuals, families, businesses, and institutions. Russell is committed to providing his clients with personalized financial advice that helps them 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.
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.
Please see note in schedule d - miscellaneous
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
GA
06/28/2017 - Present
Raymond James & Associates, Inc. (Gainesville GA)
GA
05/10/2002 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GAINESVILLE GA)
NY
10/22/1992 - 05/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/20/1990 - 10/22/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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