JR
CFP
JR
CFP

James Russell

22 Years of Experience
BrokerSells Insurance

James Russell is a CFP-designated registered investment advisor, based in Lansing, MI, with 22 years of industry experience.

Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

James sells fixed insurance products to clients through Rehmann Insurance Group, dedicating about a quarter of his time. He also works full-time as a financial advisor for Rehmann Capital Advisory Group and as a registered representative for Rehmann Financial Network LLC, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Rehmann Wealth
September 2017 - Present · 8 yrs 7 mos
Previous Registrations
Rehmann Financial Network, LLCBroker
January 2017 - December 2017 · 11 mos
Royal Alliance Associates, INC.Broker
January 2014 - December 2017 · 3 yrs 11 mos
LPL Financial LLC
December 2009 - January 2014 · 4 yrs 1 mo
LPL Financial LLCBroker
December 2009 - January 2014 · 4 yrs 1 mo
Chase Investment Services CORP.
September 2009 - November 2009 · 2 mos
Chase Investment Services CORP.Broker
August 2009 - November 2009 · 3 mos
Financial Network Investment CorporationBroker
August 2008 - August 2009 · 1 yr
Triad Advisors, INC.Broker
October 2007 - August 2008 · 10 mos
Mutual Service CorporationBroker
February 2005 - October 2007 · 2 yrs 8 mos
Edward JonesBroker
May 2003 - February 2005 · 1 yr 9 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

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
No exam information available for this advisor.