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William Randall

Advisor at Edward Jones

Updated today

Location

Exmore, VA 23350

Credentials

ChFC®, Series 63, Series 66

Industry experience

20 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

4045 Lankford Hwy

Exmore, VA 23350

Most active in

Texas · Virginia

Work history

Edward Jones

2023 - Present (3 years)

Allstate Insurance Company

2023 - 2023 (1 year)

Family First Life

2021 - 2023 (2 years)

Supreme Alliance LLC

2020 - 2021 (1 year)

Uber

2017 - 2023 (6 years)

Sutherland Inc

2015 - 2021 (6 years)

Securities America Advisors, Inc.

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frank A

Series 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
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Sandi H

Series 63, Series 65

Exmore, VA

Kestra Private Wealth Services, LLC

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Truist Advisory Services and SunTrust Bank, with a career spanning over two decades in financial services. Hickman also serves as a registered assistant for Freedom Fiduciary Advisors and is a commissioned notary in Virginia. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisor decision-making with access to both in-house and third-party managed solutions.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Glen T

Series 66

Onley, VA

LPL Financial

Glen Tyler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Kestra Financial, SunTrust Advisory Services, and SunTrust Investment Services. Tyler serves as a commissioner on the Accomack County Planning Commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeremy M

Series 66

Onley, VA

LPL Financial

Jeremy Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011, with a three-year period at Kestra Investment Services, LLC between 2016 and 2019. Outside of his advisory role, he serves as a girls high school lacrosse official. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Wendy M

Series 66

Exmore, VA

Edward Jones

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