Colleen M Randall

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 11/2015 → 05/2023
  M&T Bank
  Williamsport, MD
• 01/2020 → 05/2023
  M&T Securities
  Williamsport, MD
• 06/2021 → 05/2023
  Lpl Financial Llc
  Williamsport, MD
• 05/2023 → Present
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD

Other Businesses

POWER OF ATTORNEY FOR FATHER, INV RELATED, HAGERSTOWN, MD, START: 6/16/2018, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; | FAHRNEY KEEDY SENIOR LIVING COMMUNITY; NOT INVESTMENT RELATED; BOONSBORO, MD; FINANCE COMMITTEE MEMBER; 01/18/2025; 2 HOURS PER MONTH; 2 HOURS DURING BUSINESS HOURS; PROVIDE ASSISTED AND INDEPENDENT LIVING OPTIONS

Exams

• S66 Uniform Combined State Law Examination
  2023-07-26

Other Names

• Colleen Marie Haywood
• Colleen Marie Randall