Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Gene West is a financial advisor registered with Schwab Wealth Advisory, Inc. Randall is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1986. Randall has experience with financial planning, portfolio management for individuals and businesses, and a wide range of investment products. Randall previously worked with a number of firms including Taylor Capital Management, Inc., The O.N. Equity Sales Company, ING Financial Partners, Inc., Raymond James Financial Services, Inc., Fifth Third Securities, Inc., and Wells Fargo Investments, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
10/02/2015 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
FL
05/28/2014 - 09/02/2015
TAYLOR CAPITAL MANAGEMENT INC. (The Villages FL)
FL
12/08/2011 - 05/29/2014
THE O.N. EQUITY SALES COMPANY (THE VILLAGES FL)
FL
11/16/2010 - 01/03/2012
ING FINANCIAL PARTNERS, INC. (SUMMERFIELD FL)
FL
03/26/2007 - 11/17/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (MT. DORA FL)
FL
03/16/2005 - 01/09/2006
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
AL
03/12/2004 - 12/09/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
12/21/2001 - 03/15/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MN
12/14/2000 - 12/19/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 12/19/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/01/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
05/01/1998 - 08/31/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/04/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
FL
08/10/1993 - 04/11/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
OH
06/21/1989 - 09/23/1993
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NA
02/08/1988 - 03/16/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
07/16/1987 - 02/19/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/25/1985 - 08/08/1987
E. F. HUTTON & COMPANY INC
NA
05/22/1984 - 01/24/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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