Trevor R Randall

Current Employers

Employment History

• 06/2013 → 01/2019
  Randall Wealth Management Group
  Long Beach, CA
• 10/2013 → 01/2019
  Randall Wealth Management Group
  Long Beach, CA
• 01/2019 → Present
  Randall Wealth Management Group
  Long Beach, CA
• 01/2019 → 08/2022
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2022 → Present
  Vanderbilt Securities, Llc
  Long Beach, CA
• 08/2022 → Present
  Consolidated Portfolio Review Corp
  Long Beach, CA

Previous Registrations

• 2014-03-17 → 2022-08-04
  Planmember Securities Corporation
  Long Beach, CA
  Carpinteria, CA

Other Businesses

1) Randall Wealth Management Group. Investment related. Start date: 01/01/2019. Address: 3780 Kilroy Airport Way, Suite 200, Long Beach, CA 90806. Title: President & CEO. Duties: I help invest clients assets through multiple products to help them achieve their retirement goals. The products vary from brokerage accounts, to annuities, advisory accounts, and life insurance. Time spent during regular hours: 100%. 2) Fixed Insurance Sales. Not Investment related. Address: 3780 Kilroy Airport Way Suite 200, Long beach CA, 90806. Title: President & CEO. Duties: Sell Fixed and Index annuities to our clients and prospects. Time spent during regular business hours: 20%. 3) The Real Money Dude. Investment related. Address: 3780 Kilroy Airport Way Suite 200, Long beach CA, 90806. Title: President & CEO. Duties: I provide financial and investment information on Social Media platforms such as Youtube, Instagram, and TikTok. Time spent during regular business hours: 10%.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-15

Designations