Randi O'neill (CRD# 5648468) is an Investment Advisor Representative working at Wells Fargo Advisors in Fair Oaks, CA and has over 14 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Sacramento, CA | May 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Sacramento, CA | Nov 2016 - May 2023 | 6 |
| Wells Fargo Advisors, LLC | Sacramento, CA | Jun 2016 - Nov 2016 | < 1 |
| Bank Of America, N.a. | Roseville, CA | Nov 2015 - Jun 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville, CA | Nov 2015 - Jun 2016 | < 1 |
| Wells Fargo Bank Na | Elko, NV | Jun 2012 - Nov 2015 | 3 |
| Wells Fargo Advisors | Reno, NV | Jun 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- CA
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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