Randal Leon Atwell

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2007 → Present
  Madison Avenue Securities, Inc.
  Kingsburg, CA
• 11/1991 → Present
  Self Employed
  Kingsburg, CA
• 01/2008 → Present
  Randal L Atwell Insurance Services, Inc.
  Kingsburg, CA

Other Businesses

NAME OF BUSINESS: RANDAL L. ATWELL INSURANCE SERVICES, INC. POSITION: EMPLOYEE NATURE: INSURANCE PRODUCTS AND SERVICES.  LIFE, HEALTH, LTC, ANNUITIES, DISABILITY INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 15 START DATE: 07/16/2007 ADDRESS: 1398 SMITH STREET, KINGSBURG CA 93631 DESCRIPTION: MEET WITH PEOPLE TO EVALUATE, COMPARE & REVIEW NEEDS FOR INSURANCE SERVICES.  WE DO FACT FINDERS, REVIEWS OF CURRENT COVERAGES AND DISCUSS THE DESIRES OF THEIR NEEDS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-05
• S63 Uniform Securities Agent State Law Examination
  1993-04-16

Other Names

• Randy Atwell