Randy Nevins
Advisor at Bison Wealth, LLC
Updated today
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.
About
Randy Nevins is a financial advisor at Bison Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Bison Wealth serves a broad client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions. The firm utilizes outcome-focused multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and option-based overlay strategies.
Client services
Based on Bison Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Bison Wealth, LLC
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Fee options
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
Location
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Most active in
Randy N has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Bison Wealth, LLC.
2026 - Present (1 year)
JPMorgan Chase Bank, N.A.
2023 - 2026 (3 years)
J.P. Morgan Securities
2023 - 2026 (3 years)
Fidelity Personal And Workplace Advisors
2021 - 2023 (2 years)
Fidelity Investments
2021 - 2023 (2 years)
Fidelity Brokerage Services LLC
2021 - 2023 (2 years)
Equity staffing
2020 - 2021 (1 year)
Tommy Bahama
2016 - 2020 (4 years)
The skill center
2016 - 2016 (1 year)
Big League Dreams
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Financial Staples
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