Randal Locklier, financial advisor Columbia SC
93 score

Randal Locklier

CRD Number: 6011271
Current Firm: Secure Investment Management, LLC

Randal Locklier (CRD# 6011271) is an Investment Advisor Representative working at Secure Investment Management, LLC in Columbia, SC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Investment Managment, LLC Tucson, AZ Jun 2017 - Current < 1
J.d. Mellberg Financial, LLC Tucson, AZ Jun 2017 - Current < 1
Principal Trust Financial Columbia, SC Nov 2016 - Jun 2017 < 1
Td Ameritrade, Inc. Columbia, SC Jun 2013 - Oct 2016 3
Bank Of America, N.a. Columbia, SC Aug 2012 - Jun 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia, SC Mar 2012 - Jun 2013 1
Metlife Securities Columbia, SC Jan 2012 - Mar 2012 < 1
Atm Usa Morrisville, NC Jan 2008 - Mar 2012 4
Metlife Securities Inc. Columbia, SC Dec 2011 - Jan 2012 < 1
Atm Usa Morrisville, NC Jan 2009 - Nov 2011 2
Kayley Properties Lexington, NC Jan 2004 - Jan 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Randal E. Locklier
Phone Number: 520-269-4003
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,805
    ACCOUNTS
  • Average Account Value
    $61,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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