Stacey Brisson Randall

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Lpl Financial
  St Johnsbury, VT
• 06/2020 → 06/2022
  Lpl Financial
  St Johnsbury, VT
• 06/2012 → 06/2020
  Wells Fargo Advisors Financial Network
  St Johnsbury, VT

Other Businesses

1-07/2022 / Ridgeline Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Saint Johnsbury, VT 2- 01/2021 / Notary / Investment Related / St. Johnsbury, VT 05819 3) 02/04/2025 - North Country Vending - Not Investment Related - Outside/W-2 Employment - Johnsbury, VT -Start Date:01/22/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-06