Randi Gibbons (CRD# 2922179) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Dartmouth, MA and has over 26 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management LLC | Topeka, KS | Mar 2024 - Current | < 1 |
| Arbor Insurance - Usa Wealth Group Inc. | Dartmouth, MA | Jun 2021 - Current | 2 |
| Unemployed | East Wareham, MA | Mar 2020 - Jun 2021 | 1 |
| Southcoast Sports Consignment | East Wareham, MA | Sep 2019 - Mar 2020 | < 1 |
| Christmas Tree Shops | Sagamore, MA | Apr 2017 - Sep 2019 | 2 |
| Disability | Sagamore, MA | Feb 2007 - Apr 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MA
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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