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RN

Randall W. Noel

WORTHVIEW CAPITAL MANAGEMENT LLC
Nashville, TN 37215
Some features on this profile are disabled
CRD#: 6141505
RN

Professional summary

Randall W. Noel, who also goes by Randall Walker Noel, is a registered financial advisor currently at WORTHVIEW CAPITAL MANAGEMENT LLC located in Nashville, Tennessee.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Randall has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randall Walker Noel

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.
Entity Name: Adventure Science Center Investment related: Yes Address: 800 Nashville, TN Nature of the other business: Science Museum Position/Title/Relationship: Member of the Finance Committee Start Date: 01-Jul-2019 Approximate # of hours a month: 1 to 2 hours per quater Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member of the Finance Committee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall W. Noel'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®
None

Experience

Current

October 28, 2021 - Present

WORTHVIEW CAPITAL MANAGEMENT LLC

Office #1: 10 Burton Hills Blvd. Suite 400, Nashville, TN 37215
RIA
CRD#: 317179
Nashville, TN
Past

March 18, 2014 - November 19, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Nashville, TN
Past

December 18, 2012 - May 22, 2014

STEEL GROVE CAPITAL ADVISORS, LLC

RIA
CRD#: 115231
MEMPHIS, TN

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
Louisiana
(12/3/2021)
IAR
Tennessee
(12/2/2021)
IAR
Texas
(10/28/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/2014
General Securities Representative Examination

Current Firm

WC
WORTHVIEW CAPITAL MANAGEMENT LLC
WORTHVIEW CAPITAL MANAGEMENT LLC

CRD#: 317179 / SEC#:

Louisiana
Registered Investment Advisory firm - (12/3/2021 Approved)
Tennessee
Registered Investment Advisory firm - (12/1/2021 Approved)
Texas
Registered Investment Advisory firm - (10/14/2021 Conditional Restricted)
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Contact information

Main Address
10 Burton Hills Blvd. Suite 400, Nashville, TN 37215
Mailing Address
Phone number
(901) 647-2852
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 26,781,372

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.

Company Information

WORTHVIEW CAPITAL MANAGEMENT LLC

CRD#: 317179Nashville, TN 37215

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