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Randi Michelle Mc Cargar

Advisor at Edward Jones — Saratoga, WY

Updated today

Credentials

Series 66

Experience

2 years

Location

Saratoga, WY 82331

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,144 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Randi Mc Cargar is a financial advisor with Edward Jones in Saratoga, Wyoming. She holds a Series 66 designation and has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Saratoga, WY

122 E Bridge

Saratoga WY 82331

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2018 - 2024 • 6 years

St. Louis, MO

Unemployed

2010 - 2018 • 8 years

Saratoga, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ashley V

Series 63, Series 66

Saratoga, WY

Eagle Strategies (NY Life)

Ashley Vondra is a financial advisor with Eagle Strategies (NY Life) based in Saratoga, Wyoming, holding Series 63 and Series 66 credentials and has 11 years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2015 and currently operates Momentum Capital Group, LLC. Vondra serves as a board member for the Olivia Caldwell Foundation, a nonprofit that raises funds for pediatric cancer research. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse clientele including individual investors, institutional sponsors, and corporate clients. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated structure involving insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Will F

Series 66

Saratoga, WY

Edward Jones

Will Faust is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is a part owner of Emory River Land Company, a land management business in Knoxville, Tennessee, though he is not involved in its daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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