Francis Randall (CRD# 5395510) is an Investment Advisor Representative working at Edward Jones in Worcester, MA and has over 16 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jun 2022 - Current | 1 |
| Principal Securities Inc. | Waltham, MA | Jun 2020 - Jun 2022 | 2 |
| Principal Life Insurance Company | Waltham, MA | May 2020 - Jun 2022 | 2 |
| Adp Broker Dealer Inc. | North Grafton, MA | Nov 2018 - May 2020 | 1 |
| Adp LLC | North Grafton, MA | Nov 2018 - May 2020 | 1 |
| Newport Group, Inc. | Walnut Creek, CA | Sep 2017 - Nov 2018 | 1 |
| Newport Group Securities, Inc. | Lake Mary, FL | Sep 2017 - Nov 2018 | 1 |
| Newport Group Consulting, LLC | Lake Mary, FL | Sep 2017 - Nov 2018 | 1 |
| Brinker Capital | Berwyn, PA | Jun 2015 - Sep 2017 | 2 |
| Fidelity Investments | Smithfield, MA | Nov 2006 - May 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- MA
- TX
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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