Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
William Randall (CRD# 4337601) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Grand Rapids, MI and has over 17 years of experience in the finance industry.
As a Financial Advisor and Partner of Blueway Financial Partners of Raymond James I have two roles:
First, I work closely with clients to help them achieve their goals through our defined process. At the institutional level this includes services such as: committee formation and education, plan provider requests for proposals, fee benchmarking, investment analytics, monitoring outcomes, and
employee education plans and advice. For those select families whom we serve, I like to be thought of as their financial steward helping to manage many aspects of their financial life through our holistic financial...