Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Lyons Webber is a financial advisor with over 30 years of experience in the industry. Randall currently works with Wells Fargo Clearing Services, LLC and has previously worked with WELLS FARGO INVESTMENTS, LLC, INVESTMENT PROFESSIONALS, INC., UBS PAINEWEBBER INC. and THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. Randall holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE licenses and is registered in Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, New Mexico, Ohio, and Texas. Randall offers financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/04/2010 - Present
Wells Fargo Clearing Services, LLC (CORPUS CHRISTI TX)
TX
05/16/2002 - 01/06/2010
WELLS FARGO INVESTMENTS, LLC (CORPUS CHRISTI TX)
TX
11/05/2001 - 05/15/2002
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NJ
10/02/1991 - 11/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
02/21/1985 - 10/11/1991
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
IA
Issued 05/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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