Randy Tennant (CRD# 6073146) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Futurity First Insurance Group | Milwaukie, OR | May 2023 - Current | 1 |
Sequent Planning, LLC | Milwaukie, OR | May 2023 - Current | 1 |
Pruco Securities, LLC | Lake Oswego, OR | May 2021 - May 2023 | 2 |
Prudential Insurance Company Of America | Lake Oswego, OR | May 2021 - May 2023 | 2 |
Unemployed | Milwaukie, OR | Feb 2021 - Apr 2021 | < 1 |
Country Capital Management Company | Bloomington, IL | Dec 2016 - Feb 2021 | 4 |
Unemployed | Milwaukie, OR | Jul 2016 - Nov 2016 | < 1 |
Pacific Capital Resource Group | Lake Oswego, OR | Mar 2016 - Jul 2016 | < 1 |
Unemployed | Milwaukie, OR | Dec 2015 - Mar 2016 | < 1 |
Ameriprise/wealth Strategy Partners | Portland, OR | May 2015 - Dec 2015 | < 1 |
Bank Of America | Beaverton, OR | Feb 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- OR
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Total Assets Under Management373MILLIONS
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Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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