Advisor at Randall & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Randall & Associates Wealth Management
Location
Butler, PA 16001
Credentials
Series 63, Series 65
Industry experience
3 years
Financial planning fees billed at fixed rates, generally not to exceed $20,000 annually
$0 - $250,000: 1.5% annually $250,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 1.00% annually
$200-$450 per hour
Account minimum: $1,000,000
Bennett Associates Wealth Management
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2023 - 2024 (1 year)
Northwestern Mutual Investment Services LLC
2022 - 2024 (2 years)
Northwestern Mutual Life Insurance Company
2021 - 2024 (3 years)
Yale School of Management
2019 - 2020 (1 year)
Yale
2019 - 2020 (1 year)
Student
2011 - 2021 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Zelienople, PA
Fidelity
Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.
Series 66
Cranberry Township, PA
Fidelity
Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.
Series 66
Zelienople, PA
Edward Jones
Series 66
Cranberry Twp, PA
Edward Jones
Series 66
Zelienople, PA
Edward Jones
Series 66
Cranberry Township, PA
Edward Jones
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