Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Boyd Welborn is a financial advisor who has been in the industry since 2002. Randy is currently registered with Financial Advocates Investment Management, and has been with the firm since 2016. Randy has been a registered investment advisor with the firm since 2016. Randy provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Randy works with individuals, businesses, and pension plans. Randy has extensive experience working with clients and has developed a strong reputation for providing sound financial advice. Randy is committed to providing high-quality service to his clients.
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.
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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2
WA
01/30/2020 - Present
Financial Advocates Investment Management (OLYMPIA WA)
ID
03/03/2010 - 06/14/2016
RBC CAPITAL MARKETS, LLC (EAGLE ID)
ID
08/06/2002 - 03/09/2010
EDWARD JONES (CALDWELL ID)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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