Michael L. Russell

RUSSELL ADVISORY GROUP,

New Braunfels, TX

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CRD#: 6767016

Professional summary

Michael Lance Russell, who also goes by Lance Russell, is a registered financial advisor currently at RUSSELL ADVISORY GROUP, INC located in New Braunfels, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lance 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.

Dynavision, Inc. - Contact Lens Export Business. President. Not Investment related. Start Date 02/2017. I manage billing and customer management for the exportation of custom vision-corrective lenses. Approximate Hours per week: 10. Work not expected to be done during securities trading hours. Lance Russell Theory - Music Education. Private educator. Not investment-related. Start Date 05/2020 I provide music lessons privately in the areas of singing, piano, and saxophone. Total hours devoted: 15-20 hours per week. Appointments may occur during trading hours, typically not exceeding 5 trading hours per week. Dallas College - Higher Education. Adjunct faculty member. Not investment-related. Start Date 08/2019. I teach music courses through the college. Total hours devoted: 6-15 hours per week. Courses may take place during trading hours, typically not exceeding 5 trading hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lance Russell's CRS (Customer Relationship Summary).

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

Current

February 6, 2019 - Present

RUSSELL ADVISORY GROUP, INC

RIA

CRD#: 297199

New Braunfels, TX

Past

August 23, 2017 - December 26, 2018

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Largo, FL

Past

April 12, 2017 - December 26, 2018

J.W. COLE FINANCIAL, INC.

CRD#: 124583

CLEARWATER, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/25/2019)

IAR

Texas
(2/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/20/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2017

General Securities Representative Examination

Current Firm

RUSSELL ADVISORY GROUP, INC

RUSSELL ADVISORY GROUP | RUSSELL ADVISORY GROUP, INC

CRD#: 297199 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2019 Approved)

Texas

Registered Investment Advisory firm - (5/6/2022 Approved)

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Contact information

Main Address

New Braunfels, TX

Mailing Address

Phone number

(727) 452-6976

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 2,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael L. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lance Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL ADVISORY GROUP, INC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/20/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2017

Current Firm

RUSSELL ADVISORY GROUP, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RUSSELL ADVISORY GROUP, INC

TRUST BUT VERIFY

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