Unclaimed
Randall Walker is a financial advisor with over 38 years of experience in the industry. Randall is currently registered with Avantax Advisory Services in Burnsville, MN. Randall is also registered with the states of Florida, Minnesota, North Dakota and Wisconsin. Previously, Randall was registered with PRUCO SECURITIES, LLC. and WADDELL & REED, INC.. Randall has a wide range of experience in the financial services industry, including insurance sales, real estate, and courier services. Randall is committed to providing his clients with personalized financial advice and solutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
07/14/2023 - Present
Avantax Advisory Services (Burnsville MN)
MN
10/20/2010 - 02/10/2023
PRUCO SECURITIES, LLC. (Burnsville MN)
MN
06/20/1984 - 10/28/2010
WADDELL & REED, INC. (BLOOMINGTON MN)
BOTH
Issued 11/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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