Unclaimed
Randall Scott West is a financial advisor at Truist Advisory Services, Inc., with over 27 years of experience in the financial industry. Randall Scott West is registered with the state of North Carolina and Texas as a Registered Investment Advisor. Randall Scott West also has a Series 7, Series 63 and Series 65 license. Randall Scott West previously worked at BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Wachovia Securities, LLC, and Wachovia Securities, Inc. and Wachovia Brokerage Service. Randall Scott West specializes in providing financial advice to individuals, corporations and high net worth individuals. Randall Scott West is also registered with the Securities Industry and Financial Markets Association (FINRA) and the Financial Industry Regulatory Authority (FINRA).
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (WILLIAMSTON NC)
VA
11/29/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/23/2009 - 11/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSTON NC)
NC
10/30/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE NC)
MO
06/15/2002 - 10/31/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/14/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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