Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Wilcox is a financial advisor with over 20 years of experience in the industry. Randy is registered to provide investment advice in Iowa, as well as a broker-dealer in 23 states. Randy works with clients of Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc., offering financial planning, portfolio management, and selection of other advisors. Randy primarily works with high-net-worth individuals, corporations and individuals other than high-net-worth.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
09/10/2005 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Cedar Rapids IA)
IA
08/15/2002 - 01/27/2003
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
IA
04/03/2001 - 08/15/2002
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 08/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2003
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 06/26/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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