John Russell
Advisor at The Advisors Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Advisors Group
Location
Lubbock, TX 79424
Credentials
CFP®, Series 63
Industry experience
41 years
About
John Russell is a CFP® with 41 years of industry experience, currently serving as president of Strategy, Inc. dba The Advisors Group since 2017. His career includes long-term tenure with The Advisors Group dating back to 1978 and experience at Signal Securities, Inc. Outside of financial advising, he manages tax preparation services for financial clients and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million for around 192 clients, implementing portfolios through a mix of ETFs, mutual funds, individual equities, and fixed income, supported by customized Investment Policy Statements and Riskalyze risk assessments.
Expertise
Based on The Advisors Group
Divorce financial planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Wealth management
Fee options
$0 - $500,000: Up to 1.50% $500,000+: 1.0% $0+: 0.5% for 529 accounts
$175 per hour
Account minimum: $250,000
Location
12002 Trafalgar Avenue, Suite 102
Lubbock, TX 79424
Most active in
John R has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Strategy, Inc. Dba The Advisors Group
2017 - Present (9 years)
Signal Securities, Inc.
2012 - 2018 (6 years)
The Advisors Group
1978 - 2018 (40 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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