Randall McPhailCRD Number: 6163742
Current Firm: Umb Financial Services, Inc.
Randall McPhail (CRD# 6163742) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 4 years of experience in the finance industry.
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|Umb Bank||Kansas City, MO||Feb 2010 - Current||8|
|Columbia Capital||Overland Park, KS||Oct 1996 - Feb 2010||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI