Randall Francis (CRD# 6981057) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry. Randall Francis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pacific Capital | Corona, CA | Aug 2020 - Current | 3 |
Randall Francis, Sole Proprietor | Ellisville, MO | Mar 2019 - Aug 2020 | 1 |
Lpl Financial LLC | Chesterfield, MO | Dec 2018 - Aug 2020 | 1 |
Lpl Financial LLC | Chesterfield, MO | Oct 2018 - Aug 2020 | 1 |
Lpl Financial | Chesterfield, MO | Jul 2018 - Aug 2020 | 2 |
Byu Marriott School | Provo, UT | Aug 2017 - Apr 2018 | < 1 |
Brigham Young University | Provo, UT | Aug 2014 - Apr 2018 | 3 |
Brigham Young University Ticket Office | Provo, UT | Mar 2015 - Dec 2017 | 2 |
Deloitte | Costa Mesa, CA | Jun 2016 - Aug 2016 | < 1 |
Volleymetrics | Provo, UT | Mar 2016 - Aug 2016 | < 1 |
Church Of Jesus Christ Of Latter-day Saints | St. Louis, MO | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
- UT
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$3,136,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.