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William A. Russell

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CRD#: 1412498
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Arthur Russell, who also goes by Bill Russell, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1985. William had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Russell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. WILLAIM A RUSSELL INC D/B/A FIRST FINANCIAL SERVICES POSITION: President NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 05/01/1991 ADDRESS: 38 Kings Highway, Hauppauge NY 11788, United States DESCRIPTION: Financial Services for investment advice through Royal Alliance and Investment Advisory business for Consulting only services. 2. 38 KINGS HIGHWAY LLC POSITION: managing member NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1996 ADDRESS: 38 Kings Highway, Hauppauge NY 11788, United States DESCRIPTION: this is the management company for the building we are in 3. LEJA BEACH PROPERTIES LLC POSITION: managing member NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/23/2004 ADDRESS: 38 Kings Highway, Hauppauge NY 11788, United States DESCRIPTION: manage beach house real estate holding company for beach rental property

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 30, 2023 - March 18, 2024

FIRST FINANCIAL SERVICES

RIA
CRD#: 125551
HAUPPAGE, NY
Past

April 26, 2021 - April 1, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
HAUPPAUGE, NY
Past

October 23, 2017 - April 1, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
HAUPPAUGE, NY
Past

September 5, 2003 - October 23, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
HAUPPAUGE, NY
Past

August 1, 2003 - September 10, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

December 5, 1990 - December 21, 1992

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 3, 1985 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FF
FIRST FINANCIAL SERVICES
FIRST FINANCIAL SERVICES | WILLIAM A. RUSSELL, INC.

CRD#: 125551 / SEC#:

New York
Registered Investment Advisory firm - (7/23/1999 Approved)
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Contact information


Main Address
38 Kings Highway, Hauppage, NY 11788
Mailing Address
Phone number
(631) 348-7800
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Red Flags


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Company Information


FIRST FINANCIAL SERVICES

CRD#: 125551

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