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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Marvin Holcombe is a financial advisor with Cetera Investment Advisers LLC, based in Montgomery, Alabama. Randall has been in the financial services industry since 1989 and has experience with a variety of firms including BB&T Investment Services, Inc., RBC Capital Markets Corporation, Wachovia Securities, LLC, Southtrust Securities, LLC, Liberty Securities Corporation, and AmSouth Investment Services, Inc. Randall holds FINRA Series 7, 31, and 63 licenses, as well as the Series 65 for investment advisor representatives. Randall is registered with the state of Alabama and Texas. Randall specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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
01/12/2023 - Present
Cetera Investment Advisers LLC (MONTGOMERY AL)
AL
12/09/2009 - 01/23/2013
BB&T INVESTMENT SERVICES, INC. (MONTGOMERY AL)
AL
08/17/2007 - 12/11/2009
RBC CAPITAL MARKETS CORPORATION (MONTGOMERY AL)
AL
04/23/2005 - 08/17/2007
WACHOVIA SECURITIES, LLC (AUBURN AL)
AL
12/02/1998 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
12/23/1998 - 04/07/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
05/04/1998 - 11/30/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
07/18/1995 - 03/12/1998
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
10/25/1989 - 09/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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