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Randall S

Series 63, Series 66

Swansboro, NC

LPL Financial

Randall Simpson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior experience includes positions at The Investment Center Inc, IC Advisory Services, Inc., Next Financial Group, Inc., and Banc Of America Investment Services, Inc. He also operates Simpson Wealth Management, a sole proprietorship focused on investments and insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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