Jacqueline Sue Prescott
Investment adviser representative at Ncu Investment Solutions
11 yearsExperience
1 stateRegistered in
$107.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ncu Investment SolutionsApr 2025 to now
- Navigant Credit UnionJul 2015 to Mar 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
Ncu Investment Solutions
Legal name: Randall Financial Group, LLC
$107.6MAssets managed
153Clients
9Advisers
Under 1 yearIn 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
- 8065778
- Firm CRD
- 134804