Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Bacon is a financial advisor with Raymond James Financial Services Advisors, Inc. Russell has been in the financial services industry since 2007. Russell has experience with a variety of financial institutions including Morgan Stanley, J.P. Morgan Securities LLC, and Credit Suisse First Boston Corporation. Russell is a registered representative in the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Michigan, Montana, Nevada, New York, North Carolina, Ohio, Texas, Washington, and Wyoming.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
05/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Austin TX)
TX
02/15/2013 - 05/05/2022
MORGAN STANLEY (Austin TX)
CA
12/07/2010 - 02/26/2013
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
NY
05/24/2001 - 04/05/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
CA
05/21/1999 - 05/04/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/21/1998 - 06/02/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
IA
Issued 02/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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