Primerica Advisors
43yrs
Top advisor by experience in Huntersville
31yrs
Randy James Farina
Financial advisor at Savant Wealth Management
At a glance
Experience31 years (since 1995)
How that compares ?Top 6% by experience in Huntersville
Office13801 Reese Boulevard Suite 155, Huntersville, NC 28078
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Savant Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Apr 2026 – nowSavant Wealth ManagementCurrent firm
- 2020 – 2026Exencial Wealth AdvisorsPreviously
Questions to ask Randy
Tailored to Randy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Randy
How do I contact Randy?
Call Savant Wealth Management at 815-227-0300 and ask for Randy James Farina. Randy works from the Huntersville, NC office.
How long has Randy been a financial advisor?
Randy has been in the industry since 1995, about 31 years. Top 6% by experience in Huntersville.
What licenses does Randy hold?
Series 63. Tap any license on this page to see what it allows.
Is Randy a fiduciary?
Randy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Randy paid?
Savant Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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