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William Xavier Randall

Advisor at Edward Jones — Exmore, VA

Updated today

Credentials

ChFC®, Series 63, Series 66

Experience

21 years

Location

Exmore, VA 23350

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

William Randall is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Allstate Insurance Company, Family First Life, Securities America Advisors, Inc., and other firms. Outside of financial advising, he organizes bookkeeping for a medical practice in Exmore, VA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

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

Exmore, VA

4045 Lankford Hwy

Exmore VA 23350

Advisors at this office

3

Most active in

Texas · Virginia

Work history

21 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Allstate Insurance Company

2023 - 2023 • 1 year

Virginia Beach, VA

Family First Life

2021 - 2023 • 2 years

Chesapeake, VA

Supreme Alliance LLC

2020 - 2021 • 1 year

West Palm Beach, FL

Uber

2017 - 2023 • 6 years

Chesapeake, VA

Sutherland Inc

2015 - 2021 • 6 years

Chesapeake, VA

Securities America Advisors, Inc.

2012 - 2020 • 8 years

Virginia Beach, NE

Ameriprise

2009 - 2011 • 2 years

Virginia Beach, VA

Edward Jones

2009 - 2009 • 1 year

VA

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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Frank A

Series 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Frank Abella III is a financial advisor with Investment Partners Asset Management and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at T.R. Winston & Company for 17 years. Outside of his advisory work, he serves as Vice President of Cape Charles Main Street and as a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on local commerce and development. Investment Partners Asset Management is a SEC-registered firm providing investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in assets, employing a range of strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives within separately managed accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Sandi H

Series 63, Series 65

Exmore, VA

Kestra Private Wealth Services, LLC

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Bank, where she worked from 2002 to 2021. Outside of her advisory role, she is a registered assistant at Freedom Fiduciary Advisors and is authorized as a notary in Virginia. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm oversees advisor recommendations while allowing flexibility in product and platform selection within an approved menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Glen T

Series 66

Onley, VA

Arkadios Wealth Advisors

Glen Tyler is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, Kestra Financial, SunTrust Advisory Services, PNC Wealth Management, Merrill, and Wells Fargo Clearing. He serves as a commissioner on the Accomack County Planning Commission. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans using a combination of fundamental, technical, and cyclical analysis. The firm offers portfolio management, ERISA retirement plan consulting, financial planning, and utilizes various internally managed and third-party solutions tailored to client risk profiles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Wendy M

Series 66

Exmore, VA

Edward Jones

Wendy Marshall is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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