Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Yamauchi is a financial advisor with Next Financial Group, Inc. based in PARK CITY, UT. Russell has been in the financial services industry since 2001. Russell is registered with the state of Hawaii as an Investment Advisor Representative and has been with Next Financial Group, Inc. since January 2020. Prior to joining Next Financial Group, Inc., Russell was with Principal Securities, Inc. for nearly 20 years. Russell is also registered in the state of California as a Broker. Russell specializes in providing financial planning services, portfolio management for businesses and individuals, and pension consulting services. Russell is also licensed to sell insurance and offers property, casualty, and health insurance products.
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.
Seminar/workshop attendance fees
1
2
UT
01/07/2020 - Present
Next Financial Group, Inc. (PARK CITY UT)
HI
10/22/2001 - 12/31/2019
PRINCIPAL SECURITIES, INC. (HONOLULU HI)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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