Randall Wayne Roebuck

Employer firm

Uniting Wealth Partners CRD 332317

$935M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2003 → 10/2024
  Raymond James Financial Services, Inc.
  Bella Vista, AR
• 01/2009 → 10/2024
  Raymond James Financial Services Advisors, Inc
  Belle Vista, AR
• 10/2024 → Present
  Uniting Wealth Partners, Llc
  Bella Vista, AR

Previous Registrations

• 2009-01-02 → 2024-10-09
  Raymond James Financial Services Advisors, Inc
  Bella Vista, AR
  Bella Vista, AR
• 2003-07-21 → 2009-01-02
  Raymond James Financial Services, Inc.
  Belle Vista, AR
  Fayeteville, AR
  Harrison, AR
  Eureka Springs, AR
  Berryville, AR
  Springdale, AR
  Bella Vista, AR
  Rogers, AR

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-18
• S63 Uniform Securities Agent State Law Examination
  1986-03-24

Designations

• Certified Financial Planner

Other Names

• Randy Roebuck