Joena Russell
Joena Russell is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Scottsdale, AZ, with 23 years of industry experience. Joena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
Location
6991 Camelback Rd., Suite C-152, Scottsdale, AZ, 85251
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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 Activities
Joena owns rental property and spends minimal time managing it. She also works full-time as a Private Wealth Advisor at Generations Wealth Management, providing financial planning, investment, and advisory services.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Twin Peaks Wealth Advisors
LPL Financial LLCBroker
Nationwide Investment Services CorporationBroker
Jefferson National Securities CorporationBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
People's Securities, INC.
People's 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.
Exams
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