UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
11yrs
Randi Walker
Financial advisor at Janney Montgomery Scott
Randi Walker has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Dallas, Texas. Randi has been with Janney Montgomery Scott since 2025; before that, Randi spent two years at RBC Capital Markets and a year at Concurrent Investment Advisors. Randi holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeDallas, TX
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowJanney Montgomery Scott LLCCurrent firm
- Mar 2024 – Oct 2025RBC Capital Markets, LLCPreviously
- Apr 2023 – Mar 2024Concurrent Investment Advisors, LLCPreviously
- Jan 2023 – May 2023
- 2015 – 2023RBC Capital Markets, LLCPreviously
Questions to ask Randi
Tailored to Randi’s registration and firm.
- 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 Randi
How do I contact Randi?
Call Janney Montgomery Scott at (215) 665-6000 and ask for Randi Walker. Randi works from the Dallas, TX office.
How long has Randi been a financial advisor?
Randi has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Randi hold?
Series 66. Tap any license on this page to see what it allows.
Is Randi a fiduciary?
Randi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randi paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Randi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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