Rhonda Marie Randell
Investment adviser representative at Ima Advisory Services, Inc.
12 yearsExperience
2 statesRegistered in
$3.9BFirm assets
12 yearsFirm in business
Are you Rhonda Marie Randell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ima Advisory Services, Inc.May 2018 to now
- Ima Wealth, Inc.May 2018 to now
- Charles Schwab & Co., Inc.Jan 2014 to Apr 2018
- Schwab Retirement Plan Services, Inc.Jan 2014 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2480060
- Firm CRD
- 112091