Randall J. Yeomans

YOUR RETIREMENT COACH

Marietta, GA 30060

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CRD#: 1194512

Professional summary

Randall Jay Yeomans, who also goes by Randy Yeomans, is a registered financial advisor currently at YOUR RETIREMENT COACH located in Marietta, Georgia.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Randall has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randy Yeomans

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Jay Yeomans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2003 - Present

YOUR RETIREMENT COACH

Office #1: 61 Atlanta Street Se, Marietta, GA 30060

RIA

CRD#: 125573

Marietta, GA

Past

October 31, 2005 - October 25, 2022

OSAIC SERVICES, INC.

CRD#: 133763

MARIETTA, GA

Past

April 17, 1995 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 4, 1993 - April 18, 1995

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

September 4, 1991 - December 31, 1992

PLANNED INVESTMENTS INC.

CRD#: 5066

ATLANTA, GA

Past

October 14, 1983 - September 11, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YOUR RETIREMENT COACH

YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.

CRD#: 125573 / SEC#: 801-96287

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/11/2003)

IAR

Texas
(6/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/13/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/16/1986

Investment Company Products/Variable Contracts Principal Examination

Current Firm

YOUR RETIREMENT COACH

YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.

CRD#: 125573 / SEC#: 801-96287

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2015 Terminated)

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Contact information

Main Address

61 Atlanta Street Se, Marietta, GA 30060

Mailing Address

Phone number

(770) 427-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YEOMANS CONSULTING GROUP, INC. ADV BROCHURE (5/29/2025)

Regulatory assets under management

Total Number of Accounts	1,460
AUM (Assets Under Management)	$ 377,067,797

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Randall J. Yeomans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Jay Yeomans's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

IFG NETWORK SECURITIES, INC.

PLANNED INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

YOUR RETIREMENT COACH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/1995

Series 63

Date: 10/12/1983

SIE

Date: 10/1/2018

Series 6

Date: 10/13/1983

Series 26

Date: 9/16/1986

Current Firm

YOUR RETIREMENT COACH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YOUR RETIREMENT COACH

TRUST BUT VERIFY

Contact information

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