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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed

LPL Financial LLC

location

DALLAS, TX

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Randall Clay Pickett is a financial advisor with over 30 years of experience in the industry. Randall has a broad range of experience, having worked with firms such as Oppenheimer & Co. Inc., Stanford Group Company, BNY Investment Center Inc., Pershing LLC, Lockwood Financial Services, Inc., Chase Manhattan Investment Services, Inc., and Texas Commerce Brokerage Company. Randall is currently registered with LPL Financial LLC in Dallas, Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Kestra Advisory Services, LLC

location

DALLAS, TX

experience

34 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Randall Nelson Smith is an investment advisor representative for Kestra Advisory Services, LLC. Smith has been in the industry since 1990. Smith is registered in California, Florida, Nebraska, North Carolina, Oklahoma, South Dakota, and Texas. Smith is also licensed to sell securities in Texas. The firm has 1210 Investment Advisor Representatives. Kestra Advisory Services, LLC provides investment advisory services to individuals, businesses, and institutions. The firm also offers financial planning, pension consulting, and portfolio management services. Smith specializes in providing financial advice to individuals and families. Smith is committed to providing clients with personalized financial advice that is tailored to their specific needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Dallas, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Randall Barnes is a financial advisor at Morgan Stanley. Randall is licensed in Texas and has been in the industry since August 2021. Randall holds the Series 7TO, Series 63, and SIE licenses. Randall has been with Morgan Stanley since August 2021.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Dallas, TX

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Randall Barnes is a financial advisor with over 40 years of experience in the industry. Randall currently works for Morgan Stanley in Dallas, Texas. Previously, Randall worked at Citigroup Global Markets Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. Randall has a wide range of experience in financial services, including securities, investments, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James & Associates, Inc.

location

DALLAS, TX

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Randall Alan Cook is a financial advisor with Raymond James & Associates, Inc. Randall has over 30 years of experience in the financial services industry. Randall has a Series 7, Series 63, and Series 52TO licenses. Randall is registered with the state of Texas. Randall specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Prior to joining Raymond James & Associates, Inc., Randall was with MORGAN KEEGAN & COMPANY, INC. and PAINEWEBBER INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Clearing Services, LLC

location

DALLAS, TX

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Randi McCann -rowland is an investment advisor representative with Wells Fargo Clearing Services, LLC in Dallas, Texas. Randi has been in the financial services industry for over 20 years, with experience at firms like Southwest Securities, Inc., J.P. Morgan Securities Inc., and Prospera Financial Services, Inc. Randi has a range of licenses and registrations, including Series 63, Series 65, Series 66, Series 7, and Series 24, allowing Randi to offer a wide range of financial services to individuals, businesses, and institutions. Randi specializes in financial planning, portfolio management, and investment consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

DALLAS, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Randi Walker is a financial advisor at RBC Capital Markets, LLC. Randi is licensed to provide investment advice in Texas. Randi has a total of 22 years of experience in the industry and is registered to provide investment advice to individuals, high-net-worth individuals, corporations, and other businesses, among others. Randi has held previous positions at UBS Financial Services Inc., Raymond James Financial Services, Inc., and Purshe Kaplan Sterling Investments. Randi is a Certified Financial Planner and holds Series 66, Series 10, Series 9, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Dallas, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Randy Payne is a financial advisor with Morgan Stanley. Randy has been in the financial industry since 2009. Randy specializes in providing investment advice to individuals, families, and businesses. Randy holds the Series 7, Series 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Randy Russell is a financial advisor with over 30 years of experience in the industry. Randy has been registered with J.p. Morgan Securities LLC since 2012, and prior to that, worked with CHASE INVESTMENT SERVICES CORP., WRP INVESTMENTS, INC., 1ST GLOBAL CAPITAL CORP., 1-800 MUTUALS, INC., WELLS FARGO SECURITIES INC., PRINCIPAL FINANCIAL SECURITIES,INC., H.D. VEST INVESTMENT SECURITIES, INC., FIDELITY BROKERAGE SERVICES, INC., and FIDELITY DISTRIBUTORS CORPORATION. Randy offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Randy Nevins is a registered representative with J.p. Morgan Securities LLC, based in Dallas, TX. Randy has been in the financial industry for over 2 years. Randy is also registered with the state of Texas as an investment advisor representative. Randy holds the Series 66, Series 7TO, and SIE licenses. Previously, Randy worked at Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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