Randall Craig Massey

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2005 → Present
  Lincoln Financial Advisors
  Vancouver, WA
• 05/2024 → Present
  Lincoln Financial Distributors, Inc.
  Fort Wayne, IN
• 04/2025 → Present
  Osaic Wealth, Inc
  Lake Oswego, OR

Other Businesses

1) RANDALL MASSEY - INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 5 Centerpointe Dr. Ste. 400, Lake Oswego OR 97035, United States DESCRIPTION: Fixed Annuity/Indexed Annuity 2) HORIZON LINE WEALTH MANAGEMENT POSITION: Owner/adviser NATURE: I was told I needed to list our DBA as an OBA. If it matters we are not using this name publicly yet. We do not market this name or even talk about it with clients, but we register it and our business taxes have the name - Horizon Line Wealth Management - attached. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/21/2025 ADDRESS: 5 Centerpointe Drive Suite 400, Lake Oswego OR 97035, United States DESCRIPTION: This is the DBA we hope to use at some point. 3) RANDY MASSEY LLC POSITION: Co-owner NATURE: This is the personal LLC I was asked to set up by my CPA for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/20/2025 ADDRESS: 5 Centerpointe Drive Suite 400, Lake Oswego OR 97035, United States DESCRIPTION: I am a financial adviser.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20
• S63 Uniform Securities Agent State Law Examination
  2006-02-13

Other Names

• Randy Craig Massey