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Emma Nicole Russell

Advisor at OSAIC — Morgantown, WV Cherry Hill Road

Updated today

Credentials

Series 66

Experience

1 year

Location

Morgantown, WV 26508

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Emma Russell is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and Virtus Wealth Solutions. Outside of her advisory role, she works as a server at a local Japanese restaurant in Morgantown, WV. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Morgantown, WV Cherry Hill Road

35 Cherry Hill Road

Morgantown WV 26508

Advisors at this office

3

Most active in

West Virginia

Work history

1 year of industry experience

Osaic

2025 - Present • 1 year

Atlanta, GA

Commonwealth Financial Network

2024 - Present • 2 years

Waltham, MA

Virtus Wealth Solutions

2024 - Present • 2 years

Morgantown, WV

Dunkin' Donuts

2024 - 2024 • 1 year

Morgantown, WV

West Virginia University

2023 - 2024 • 1 year

Morgantown, WV

Fusion Japanese Restaurant

2022 - 2024 • 2 years

Morgantown, WV

Ogawa Japanese Restaurant

2021 - Present • 5 years

Morgantown, WV

Dunkin Donuts

2021 - 2021 • 1 year

Morgantown, WV

Bath & Body Works

2019 - 2020 • 1 year

Gettysburg, PA

Perkins Restaurant

2018 - 2019 • 1 year

Hanover, PA

Crabb's Tropical Treat

2017 - 2021 • 4 years

Hanover, PA

Student/Unemployed

2015 - 2017 • 2 years

McSherrystown, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jennifer R

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.

Wealth management General tax planning Annuities
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Jon H

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.

Wealth management General tax planning Annuities
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Jonathan S

Series 63, Series 65

Morgantown, WV

United Brokerage Services, INC

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Tax-loss harvesting Wealth management
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Brian D

Series 66

Morgantown, WV

United Brokerage Services, INC

Brian Dean is a Series 66-licensed advisor with United Brokerage Services, Inc. in Morgantown, WV, where he has worked since 2016. He has 25 years of industry experience. Dean serves as a volunteer board member of the Bo Pare Foundation, participating in decisions on funding for park projects in the Morgantown area. United Brokerage Services provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual equities, fixed income, and third-party research, typically advising on a non-discretionary basis while offering various managed account programs.

Tax-loss harvesting Wealth management
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Janet M

Series 63, Series 65

Morgantown, WV

Wesbanco Securities, Inc.

Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Olivia A

Series 66

Morgantown, WV

Guardian Life

Olivia Abboud is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial career, she worked with the United States Secret Service and has experience in education and senior living sectors. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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