AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RN

Randy Nevins

BISON WEALTH
ATLANTA, GA
·CRD# 7344905·5 years experience

Professional Summary

Randy Nevins, who also goes by Randall Aaron Nevins, Randall A Nevins, Randall Nevins, Randy Aaron Nevins, is a registered financial advisor currently at BISON WEALTH, LLC located in Atlanta, Georgia. Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Randy has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Randall Aaron Nevins, Randall A Nevins, Randall Nevins, Randy Aaron Nevins

Blog Corner

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
View profile
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Years of Experience

5 years in the financial services industry

Current & Past Employments

BISON WEALTH, LLC·CRD# 299805
RIA
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
February 10, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Dallas, TX
November 30, 2023 - January 13, 2026
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Dallas, TX
November 30, 2023 - January 13, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Westlake, TX
October 13, 2021 - November 15, 2023
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Westlake, TX
August 4, 2021 - November 13, 2023

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Current Firm

BW
BISON WEALTH, LLC

ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | POWER MY 401(K) | MILLANG FINANCIAL | MC2 WEALTH MANAGEMENT LLC | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - SEC (1/30/2019 Approved)

Contact Information

Main Address

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Phone Number

(404) 841-2224

# of Employees

78

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (9/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

9,003

AUM (Assets Under Management)

$2,735,571,106

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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".
BW
BISON WEALTH, LLC

ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | POWER MY 401(K) | MILLANG FINANCIAL | MC2 WEALTH MANAGEMENT LLC | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - SEC (1/30/2019 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.
IAR
Georgia
(2/10/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2021About the SIE exam

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Randy Nevins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
RN
Follow Randy
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required