Collin Kenneth Randall
Investment adviser representative at Randall & Associates Wealth Management
15 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$167.2MFirm assets
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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
Experience
15 years in the industry.
- Randall & Associates Wealth ManagementFeb 2023 to now
- Bennett Associates Wealth ManagementFeb 2023 to now
- Wells Fargo Advisors Financial Network, LLCOct 2019 to Feb 2023
- Amherst Pierpont Securities LLCJun 2017 to Sep 2019
- Barclays Capital Inc.Jul 2011 to Jun 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Randall & Associates Wealth Management
Legal name: Randall & Associates Wealth Management, Inc.
$167.2MAssets managed
166Clients
3Advisers
3 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
- 5806503
- Firm CRD
- 323846