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.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Carthage, TN 37030
Raymond James Financial
Institution
Stephen Russell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Russell has worked with Raymond James since 2005 and is also a partner in an excavating business and a real estate development venture, in addition to managing a small hobby farm with beef cows and honey bees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Carthage, TN
1300 Main Street North
Carthage TN 37030
Advisors at this office
2
Tennessee
25 years of industry experience
Raymond James Financial Services Advisors INC.
2009 - Present • 17 years
Carthage, TN
First Baptist Church Carthage
2006 - Present • 20 years
Carthage, TN
Wilson Bank & Trust
2005 - Present • 21 years
Carthage, TN
Raymond James financial Services
2005 - Present • 21 years
Carthage, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Brush Creek, TN
RBC Capital Markets
Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.
Series 66
Lancaster, TN
Wells Fargo Advisors
Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.
Series 66
Carthage, TN
Raymond James Financial
Brandon Harris is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, with prior experience at Wilson Bank & Trust, American Eagle, Volunteer State Community College, and Citizens Bank of Carthage. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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