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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 Scott Wilson is a financial advisor with Kestra Private Wealth Services, LLC. Randall has been in the industry since 1986 and has experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Randall is registered with FINRA and is a registered investment advisor in Texas.
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.
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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TX
01/03/2022 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
09/28/2012 - 11/08/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
VA
11/04/2011 - 09/28/2012
SPIRE SECURITIES, LLC (MCLEAN VA)
CA
11/01/2010 - 08/08/2011
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
06/01/2009 - 09/24/2010
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
02/26/2007 - 04/02/2007
MORGAN STANLEY DW INC. (LAJOLLA CA)
CA
01/11/1995 - 02/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
MO
07/23/1986 - 01/12/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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