Randall Wilson, financial advisor Roseville CA
93 score

Randall Wilson

CRD Number: 5426058
Current Firm: E*trade Capital Management, LLC

Randall Wilson (CRD# 5426058) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Roseville, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC Roseville, CA Jan 2016 - Current < 1
E*trade Securities LLC Roseville, CA Jan 2016 - Current < 1
Edward Jones St Louis, MO Apr 2013 - Jan 2016 2
Unemployed Folsom, CA Aug 2012 - Apr 2013 < 1
Us Telepacific Communications Sacramento, CA Aug 2011 - Aug 2012 1
Metlife Securities Inc. Sacramento, CA Jan 2009 - Aug 2011 2
Mass Mutual Life Sacramento, CA Nov 2007 - Dec 2008 1
Mml Investors Services Inc. Sacramento, CA Nov 2007 - Dec 2008 1
Neopost Inc. Sacramento, CA Aug 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Randall G. Wilson
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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