Unclaimed
Randy Johnston is a financial advisor with over 29 years of experience in the financial services industry. Randy is currently registered with Osaic Wealth, Inc. and has previously held positions with LPL Financial LLC, Waddell & Reed, Edward Jones, Partners Investment Network, Inc., U.S. Bancorp Piper Jaffray Inc. and Pruco Securities Corporation. Randy specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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2
WA
12/03/2021 - Present
Osaic Wealth, Inc. (KENNEWICK WA)
WA
07/21/2021 - 12/20/2021
LPL FINANCIAL LLC (EAST WENATCHEE WA)
WA
01/10/2014 - 07/21/2021
WADDELL & REED (EAST WENATCHEE WA)
WA
07/29/2005 - 01/14/2014
EDWARD JONES (RICHLAND WA)
WA
02/28/2003 - 08/01/2005
PARTNERS INVESTMENT NETWORK, INC. (SPOKANE WA)
MN
08/01/1994 - 03/11/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
03/02/1993 - 08/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 8/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 2/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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