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Randi Marsh

10 Years of Experience
Chicago, IL
BrokerSells Insurance

Randi Marsh is a registered investment advisor, based in Chicago, IL, with 10 years of industry experience.

Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

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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Other Business ActivitiesSells Insurance

Randi recruits and trains insurance agents for Bankers Life, and is appointed with KFA to write business for various insurance products. Randi also owns a floral business, spending minimal time on it outside of work hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2022 - Present · 4 yrs
Bankers Life Securities, INC.Broker
September 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - July 2022 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - July 2022 · 6 yrs 7 mos
State Registrations2 states
AZCA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Randi Marsh - Financial Advisor | TrueAdvisor