Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Randall is a financial advisor with Rfg Advisory, Llc. Heath has been in the financial services industry since 2016. Heath is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and is also registered with FINRA. Heath holds the following licenses: Series 63, Series 66, Series 7, Series 52, Series 53, and Series 24. Heath also has experience as a financial advisor with TD Ameritrade, Inc. Heath specializes in working with individuals and families, as well as businesses and charitable organizations. Heath provides a variety of financial services including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
10/01/2024 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TX
05/27/2016 - 10/18/2017
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 05/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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