RY
Randall J. Yeomans
YOUR RETIREMENT COACH
Marietta, GA 30060
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CRD#: 1194512
RY
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.
1) INS. - DBA 'YEOMANS CONSULTING GROUP, INC.' 0-25% TIME, OFFERS LIFE, HEALTH; FIXED ANN IA - UNDER THE INDEPENDENT RIA 'YEOMANS CONSULTING GROUP, INC.' (0-25% TIME), OFFERS FINANCIAL; ESTATE PLANNING., MKTS.; DEVELOPS SVCS. GEARED TOWARD SM. BUSINESS OWNERS TO HELP THEM OVERCOME CHALLENGES. RETIREMENT PLANNING. CEO DBA 'YEOMANS CONSULTING GROUP, INC.' (26-50% TIME), ADMIN. OF CONSULTING FIRM'S BACK OFC INSTRUCTOR DBA IS 'YEOMANS CONSULTING GROUP, INC.', TEACH ADULT EDUC CLASSES ON TAXES, ESTATE PLANNING; RETIREMENT PLANNING SUBS MEMBER OF CLUBOFFICE PARTNERS, LLC. & GRAMLING OFFICE PARTNERS, LLC (0-25% TIME), HOLDING REAL ESTATE PROPERTIES. 2) MARIETTA SQUARE PROPERTIES LLC POSITION: Partner NATURE: LLC - Real Estate - 50% Partner - passive Real Estate holding. Leased to Yeomans Consulting Group, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2016 ADDRESS: 61 Atlanta Street SE, Marietta GA 30060, United States DESCRIPTION: This is a passive Real Estate holding LLC. Building maintenance and leasing. 3) RANDALL J YEOMANS POSITION: Other - Instructor NATURE: Personal Instructor representing Yeomans Consulting Group, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/19/1995 ADDRESS: 61 Atlanta Street SE, Marietta GA 30060, United States DESCRIPTION: TEACH ADULT EDUCATIONAL CLASSES ON TAXES, ESTATE PLANNING & RETIREMENT PLANS as Well as Retirement Lifestyle (Health and Wellness) 4) GRAMLING OFFICE PARTNERS, LLC. AND CLUB OFFICE PARTNERS, LLC. POSITION: Other - LLC Member with Spouse NATURE: Limited Liability Company -Currently for owning and managing Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/29/2000 ADDRESS: 77 WADDELL STREET S.E., Marietta GA 30060, United States DESCRIPTION: Real Estate Managing on physical property for two LLC firmsI am the sole owner of. 5) YEOMANS CONSULTING GROUP, INC. POSITION: Owner -CEO NATURE: Corporation - Employer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/15/1996 ADDRESS: 61 Atlanta Street SE, Marietta GA 30060, United States DESCRIPTION: ADMINISTRATION OF CONSULTING FIRM'S BACK OFFICE 6) THE E COACH, LLC POSITION: Owner NATURE: Consulting - Business and Individuals In the developmental phase for NON-Financial INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2020 ADDRESS: 77 Waddell Street S.E., Marietta GA 30060, United States DESCRIPTION: I am developing curriculum for coaching on personal development in Life Style including Health and Wellness. Relationship, and Health. Will using materials from Dr. Johnson, Phd and the Retirement Options system. 7) ESL Advisors; Investment-Related: No; Atlanta, GA; Consulting firm for entrepreneurs looking to sell their business; Title: Referral Partner; Start Date: November 2024; Hours/month: less than 5; Hours/month during trading hours: less than 5; He will make referrals to ESL Advisors and assist with planning/implementation and be compensated for those referrals.
CRS (Client Relationship Summary) - RIA
Click below to view Randall Jay Yeomans's 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®
NoneExperience
Current
June 11, 2003 - Present
YOUR RETIREMENT COACH
Office #1: 61 Atlanta Street Se, Marietta, GA 30060RIA
CRD#: 125573
Marietta, GA
Past
October 31, 2005 - October 25, 2022
OSAIC SERVICES, INC.
BD
CRD#: 133763
MARIETTA, GA
Past
April 17, 1995 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
January 4, 1993 - April 18, 1995
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
September 4, 1991 - December 31, 1992
PLANNED INVESTMENTS INC.
BD
CRD#: 5066
ATLANTA, GA
Past
October 14, 1983 - September 11, 1991
PFS INVESTMENTS INC.
BD
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".
YR
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)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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
YR
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)Upgrade to AdvisorCheck Premium
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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
15
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,460 |
| AUM (Assets Under Management) | $ 377,067,797 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
