Randall CollisCRD Number: 1955710
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Randall Collis (CRD# 1955710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 28 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Bank Of America, Na||Eugene, OR||Nov 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Eugene, OR||Dec 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV