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Jack Randy Fawcett

Visionary Wealth Planners LLC

Bakersfield, CA

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Current Employers
Visionary Wealth Planners Llc

Bakersfield, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-26
  • CA RA
    APPROVED
    Since 2022-01-26

Branch Locations

Bakersfield, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fawcett Financial And Insurance Services Inc. Bakersfield CA 07/1988 Present
Visionary Wealth Planners Bakersfield CA 01/2022 Present
  • 07/1988 → Present
    Fawcett Financial And Insurance Services Inc.
    Bakersfield, CA
  • 01/2022 → Present
    Visionary Wealth Planners
    Bakersfield, CA
Previous Registrations
  • 2009-09-10 → 2010-09-14
    Bakerfield, CA
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
  • 2006-04-18 → 2007-09-13
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 2002-06-28 → 2004-04-28
    Osaic Fs, Inc.
    Bakersfield, CA
Other Businesses

Fawcett Financial and Insurance Services Inc.; Investment related; Bakersfield, CA; Fixed Insurance Sales; Insurance Agent/President; Start date 08/1988; Approximately 96 hours per month spent on this business; Approximately 2 hours per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 1991-04-25
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    1991-04-25

View on SEC IAPD

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