Randi Walker
Investment adviser representative at Janney Montgomery Scott LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110.1BFirm assets
Are you Randi Walker? 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 assetsFixed or flat feeCommissionsOther
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.
- Janney Montgomery Scott LLCOct 2025 to now
- RBC Capital Markets, LLCMar 2024 to Oct 2025
- Concurrent Investment Advisors LLCApr 2023 to Mar 2024
- Purshe Kaplan Sterling InvestmentsApr 2023 to Mar 2024
- Wealth Partners AllianceJan 2023 to Mar 2024
- Raymond James Financial Services Advisors, Inc.Jan 2023 to Apr 2023
- Raymond James Financial Services, Inc.Jan 2023 to Apr 2023
- RBC Capital Markets, LLCDec 2014 to Jan 2023
- RBC Wealth ManagementDec 2014 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 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
- 6132756
- Firm CRD
- 463