Ashley Randall, AAMS®, CLU®, CRPC®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-647-3185

Financial credentials

  • Accredited Asset Management Specialist℠
  • Chartered Life Underwriter®
  • Chartered Retirement Planning Counselor℠
  • Series 7, 24, 51, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Manager, Life Insurance & Retirement Income, USAA, 2005-2024

Education

  • BS, Business Management, University of Phoenix

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