Vanessa S. Mccall

RANDALL & ASSOCIATES WEALTH MANAGEMENT

Butler, PA 16001

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CRD#: 4685387

Professional summary

Vanessa Sue Mccall, who also goes by Vanessa Sue French, is a registered financial advisor currently at RANDALL & ASSOCIATES WEALTH MANAGEMENT located in Butler, Pennsylvania.

Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Vanessa has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vanessa Sue French

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.

POWER OF ATTORNEY FOR MOTHER; INV. RELATED; BUTLER, PA; START DATE 4/15/2021. POWER OF ATTORNEY FOR FATHER; INV. RELATED; BUTLER, PA; START DATE 4/15/2021. BENNETT ASSOCIATES WEALTH MANAGEMENT; NOT INV. RELATED; BUTLER,PA; SUPPORT STAFF; START DATE 09/09/2022; NUMBER OF HOURS DURING TRADING 200; NUMBER OF HOURS PER MONTH 140; TRANSITION TO RIA PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Sue Mccall'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

February 3, 2023 - Present

RANDALL & ASSOCIATES WEALTH MANAGEMENT

Office #1: 122 S Washington Street, Butler, PA 16001

RIA

CRD#: 323846

Butler, PA

Past

November 20, 2015 - February 14, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BUTLER, PA

Past

November 20, 2015 - February 14, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BUTLER, PA

Past

March 9, 2015 - November 24, 2015

MORGAN STANLEY

RIA

CRD#: 149777

BUTLER, PA

Past

June 1, 2009 - November 24, 2015

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

February 21, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 14, 2004 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

RANDALL & ASSOCIATES WEALTH MANAGEMENT

BENNETT ASSOCIATES WEALTH MANAGEMENT | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. | RANDALL & ASSOCIATES WEALTH MANAGEMENT

CRD#: 323846 / SEC#: 801-126966

RIA

Registered Investment Advisory firm - (11/30/2022 Approved)

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

Pennsylvania
(2/3/2023)

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 66

Date: 7/22/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/16/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/13/2004

General Securities Representative Examination

Current Firm

RANDALL & ASSOCIATES WEALTH MANAGEMENT

BENNETT ASSOCIATES WEALTH MANAGEMENT | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. | RANDALL & ASSOCIATES WEALTH MANAGEMENT

CRD#: 323846 / SEC#: 801-126966

RIA

Registered Investment Advisory firm - (11/30/2022 Approved)

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Contact information

Main Address

122 S Washington Street, Butler, PA 16001

Mailing Address

Phone number

(724) 602-0075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANDALL & ASSOCIATES WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE (10/17/2025)

RANDALL & ASSOCIATES WEALTH MANAGEMENT FORM ADV WRAP BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	568
AUM (Assets Under Management)	$ 144,750,325

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.

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Advisor Monitoring

Firm Stability Insights

Vanessa S. Mccall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Sue Mccall's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

RANDALL & ASSOCIATES WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2004

SIE

Date: 10/1/2018

Series 31

Date: 8/16/2007

Series 7

Date: 5/13/2004

Current Firm

RANDALL & ASSOCIATES WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANDALL & ASSOCIATES WEALTH MANAGEMENT

TRUST BUT VERIFY

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