Carrie-Beth Mcneal Randall

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Starkville, MS
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Starkville, MS

Other Businesses

Independent Insurance Brokering; UNUM; 06/02/2014; . Business Ownership; C.B. Randall Management, LLC; President of business and management of day-to-day administrative tasks; Administration & Management; 1645 W Lakeshore Drive, , Starkville, MS, 39759; Not Investment-Related; 08/22/2018; 40 to 59 hours per month; 10 to 19 during trading hours / Lifepath Legacy LLC; perform roles of president; review/monitor financial records of company; Management Company for back office operations of financial planning practice; 47 Lynn Lane, , Starkville, MS, 39759; Not Investment-Related; 01/01/2022; 40 to 59 hours per month; 10 to 19 during trading hours. Fiduciary Activities; Named as successor executor in her will / Named as successor executor in his will. Board of Directors; Board of Financial Planning Association of Mississippi; At-Large Board Member; 104 West Lampkin Street, , Starkville, MS, 39759; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Starkville Community Foundation and Non-Profit, formerly SOAR Community Foundation; Member; 213 West Main Street, , Tupelo, MS, 38804; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LifePath Legacy LLC; execute duties of the president and treasurer - leadership, administrative and financial responsibilties; partnership structure for financial planning practice; 47 Lynn Lane, , Starkville, MS, 39759; Not Investment-Related; 01/01/2022; 10 to 19 hours per month; 10 to 19 during trading hours / C.B. Randall Management, LLC; President - President; overseeing/managing day-to-day activities and business management; S-corp to help support administrative and support functions as partnership member of financial planning practice; 1645 W Lakeshore Drive, , Starkville, MS, 39759; Not Investment-Related; 08/22/2018; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-16

Designations

Other Names

• Carrie Beth Mcneal