James Baker Russell
Investment adviser representative at Merit Financial Advisors
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$23.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsAug 2007 to now
- Allegiance Financial Group, Inc.Sep 1997 to now
- LPL Financial, LLCDec 2010 to Aug 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (GA).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2834992
- Firm CRD
- 142457