Randal Poirier (CRD# 3030356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 25 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | New Port, RI | Nov 2018 - Current | 5 |
| Randal Poirier, Chfc Financial Planner | Newport, RI | Nov 2018 - Current | 5 |
| John Hancock Mutual Life Insurance Co | Warwick, RI | May 1997 - Nov 2018 | 21 |
| Signator Investors, Inc. | Boston, MA | May 1997 - Nov 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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