Russell Mahan
Russell Mahan is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell owns rental property in Charlotte, NC, and serves on the advisory board/treasurer for the Max Fisher Boys & Girls Club. He also has ownership stakes in Gardens Wealth Management LLC, Gardens Wealth Legacy Partners LLC, and Gardens Wealth Holdco LLC, and coaches for the Jack and Jill Stock Market Challenge, dedicating about a quarter of his time to Gardens Wealth Management LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Transamerica Capital, INC.Broker
Ohio National Equities, INC.Broker
Wells Fargo Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Stephens INC.Broker
Banc of America Investment Services, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations52 states
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