Randall Carbone, financial advisor Washington DC
93 score

Randall Carbone

CRD Number: 862150
Current Firm: Suntrust Advisory Services, Inc.

Randall Carbone (CRD# 862150) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Washington, DC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Wolfeboro, NH Aug 2011 - May 2014 2
Waddell & Reed, Inc. Portsmouth, NH Apr 2011 - May 2014 3
Carbone Consulting Wolfeboro, NH Dec 2009 - Jun 2012 2
Dolan Capital Group, LLC Medfield, MA Mar 2010 - Apr 2011 1
Unemployed Wolfeboro, NH May 2009 - Dec 2009 < 1
Janney Montgomery Scott LLC Philadelphia, PA Oct 2006 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Randall A. Carbone
Phone Number: 404-827-6461
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, RI, SC, SD, TN, TX, UT, VA, 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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