Randall S. Avery

DEASIL WEALTH MANAGEMENT LLC

Scottdale, GA

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CRD#: 6413662

Professional summary

Randall Steven Avery, CFA, CFP® is a registered financial advisor currently at DEASIL WEALTH MANAGEMENT LLC located in Scottdale, Georgia.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Randall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Steven Avery'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 10, 2015 - Present

DEASIL WEALTH MANAGEMENT LLC

RIA

CRD#: 281710

Scottdale, GA

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
(11/10/2015)

IAR

Texas
(10/24/2024)

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: 8/25/2015

Uniform Investment Adviser Law Examination

Current Firm

DEASIL WEALTH MANAGEMENT LLC

DEASIL WEALTH MANAGEMENT LLC | R.S.A. DEASIL ADVISORS LLC | R.S.A DEASIL ADVISORS LLC

CRD#: 281710 / SEC#:

Georgia

Registered Investment Advisory firm - (11/10/2015 Approved)

Texas

Registered Investment Advisory firm - (10/17/2024 Conditional Restricted)

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Contact information

Main Address

Scottdale, GA

Mailing Address

P.o. Box 238, Scottdale, GA 30079

Phone number

(770) 712-1102

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 3,385,129

Red Flags

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

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Randall S. Avery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Steven Avery's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEASIL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2015

Current Firm

DEASIL WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEASIL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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