Randi Bednarczyk is a registered investment advisor, based in Walnut Creek, CA, with 9 years of industry experience.
Location
700 Ygnacio Valley Rd, Suite 140, Walnut Creek, CA, 94596
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Randi is the owner of Diamond Oak Wealth Partners and the CEO of RBK Financial. Randi spends about half of her time on each of these support company roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
January 2017 - September 2022 · 5 yrs 8 mos
Edward JonesBroker
November 2016 - September 2022 · 5 yrs 10 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.