Trevor Randall is a CFP-designated registered investment advisor, based in Woodbury, NY, with 12 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Trevor is the President & CEO of Randall Wealth Management Group, where he invests client assets through various products, including annuities and life insurance. He also sells fixed and indexed annuities, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations17 states
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