Randall Lindholm, financial advisor Lake Stevens WA

Randall Lindholm

CRD Number: 4239318
Current Firm: Primerica Advisors

Randall Lindholm (CRD# 4239318) is an Investment Advisor Representative working at Primerica Advisors in Lake Stevens, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lowes Home Improvement Bellevue, WA Jul 2013 - Current 8
Pfs Investments Inc. Lake Stevens, WA Jul 2000 - Current 21
Primerica Financial Services Lake Stevens, WA Apr 2000 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Randall E. Lindholm
Phone Number: 800-544-5445
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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