Unclaimed Profile

John Howard Russell

STRATEGY, INC.·LUBBOCK, Texas

SIE, Series 7, Series 24, Series 63CFPClean record14 years registeredSTRATEGY, INC.

12002 TRAFALGAR AVENUE, LUBBOCK, TX 79424CRD# 1305765Firm CRD# 290104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Howard Russell · LUBBOCK, TX

Registration

CRD #1305765 · STRATEGY, INC. · 14 years registered

Brand Profile

Not yet started

Career History

THE ADVISORS GROUP

Dec 2017 – present

THE ADVISORS GROUP

May 2012 – Nov 2018

LUBBOCK, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 17, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGY, INC.

CRD 290104 · SEC 801-130764

AUM

$110M

Regulatory assets under management

Employees

504 client accounts

Services offered by STRATEGY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGY, INC. →

Introduction

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Frequently Asked Questions

What services does John Howard Russell offer?

John Howard Russell specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.

What are John Howard Russell's credentials?

John Howard Russell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Howard Russell located?

John Howard Russell is based in LUBBOCK, Texas, working with STRATEGY, INC.. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.

How does John Howard Russell charge for services?

John Howard Russell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGY, INC.?

STRATEGY, INC. has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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