James Russell is a ChFC-designated registered investment advisor, based in Alpharetta, GA, with 29 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a Wealth Manager/IAR/Partner at Merit Financial Group, dedicating full-time hours to serving clients. He also works as an agent providing fixed insurance advice, spending minimal time on this. Additionally, James is an owner of JL3, LLC, a real estate rental company, spending minimal time on real estate development.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Manequity, INC.Broker
Centennial Capital Management, INC.Broker
Wma Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.