Patrick Michael Randall

Current Employers

Employment History

• 02/2014 → 12/2016
  City Point Wealth Management
  Winchester, MA
• 11/2016 → 08/2018
  New England Investment & Retirement Group
  North Andover, MA
• 05/2016 → 08/2018
  New England Investment & Retirement Group
  North Andover, MA
• 09/2018 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 08/2018 → 09/2018
  Unemployed
  Woburn, MA

Previous Registrations

• 2016-11-23 → 2018-09-19
  New England Investment & Retirement Group, Inc.
  North Andover, MA
• 2014-04-30 → 2016-12-31
  City Point Wealth Management
  Winchester, MA
• 2009-06-29 → 2014-04-17
  New England Investment & Retirement Group, Inc.
  North Andover, MA
• 2009-06-09 → 2011-02-04
  Commonwealth Financial Network
  Rowley, MA

Other Businesses

Patrick Michael Randall is an independent licensed insurance agent with SHP Financial. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. SWML always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of SWML in connection with such individual's activities outside of SWML.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-13
• S63 Uniform Securities Agent State Law Examination
  2008-03-03

Other Names

• Patrick Randall