RG
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Randall Green

45 Years of Experience
Carmel Valley, CA
1 DisclosureBroker

Randall Green is a registered investment advisor at Wells Fargo Advisors, based in Carmel Valley, CA, with 45 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Carmel Valley, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1998
Denied
Other Business Activities

Randall has ownership in several businesses, including Vintage Autosports LLC (advertising and promotion), Green Ag Solutions LLC (agricultural soil remineralizer sales), Green Wealth Management LLC, rental property, Scuderia Furia LLC (automotive repair), Furia Corsa LLC (automotive racing services), GWMG Holdings LLC, and GWMG LegacyCo LLC. These activities require minimal to about a quarter of Randall's time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
November 2018 - Present · 7 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Wells Fargo Advisors
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - November 2018 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - November 2018 · 9 yrs 10 mos
UBS Financial Services INC.
February 1994 - January 2009 · 14 yrs 11 mos
UBS Financial Services INC.Broker
October 1992 - January 2009 · 16 yrs 3 mos
Piper Jaffray INC.Broker
November 1980 - November 1992 · 12 yrs
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.