Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Jo Goodsell is a registered representative and investment adviser representative with Independent Financial Group, LLC. Randy has been in the securities industry since February 2007. Randy holds Series 6, 7, 63, and 65 licenses, as well as the SIE. In addition to his role at Independent Financial Group, LLC, Randy is also a CPA and owns and operates Goodsell & Company, CPAs. Randy is a seasoned professional with experience in financial planning, portfolio management, and tax preparation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/20/2023 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
12/09/2008 - 02/11/2011
QA3 FINANCIAL CORP. (SAN DIEGO CA)
CA
02/02/2007 - 12/08/2008
ING FINANCIAL PARTNERS, INC. (SAN DIEGO CA)
IA
Issued 02/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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