As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Randy brings over 25 years of experience in financial services to his role at Wedbush Securities. Prior to joining the firm, he was an institutional equity and mortgage backed salesperson and worked at companies such as Piper Jaffray and Lehman Brothers. He also co-founded ThinkEquity Partners. He joined Kluis Commodity Advisors, a division of Wedbush Futures, in 2017.
Randy earned his Bachelor’s Degree and MBA from the University of Minnesota. He has spent most of his adult life in the western suburbs of Minneapolis. Randy spent many hours coaching his son in multiple sports and cheering for his daughter at horse shows. His son is now a Financial Advisor in Wichita, KS and his daughter is obtaining her Master’s Degree in Education at Johns Hopkins University in Dallas, TX.
An advisor who puts your interests first.
You may be seeking answers to questions like these:
Do I, or will I ever, have enough money to retire?
Am I paying more than I need to in taxes?
How do I invest for my children's college education?
What if I run out of money to live the rest of my life?
My healthcare costs will continue to increase. Will I survive the nightmare?
Using a personalized planning process, I can assist you in developing a plan to help meet your financial goals -- whether they are building personal wealth, planning for retirement, minimizing estate taxes or providing for the education needs of your children or grandchildren.
Working in close partnership with you, I can help you define your investment objectives and risk tolerance, then determine an asset allocation strategy.
My four-step planning process offers my clients personalized investment strategies:
Determine needs
Develop a plan
Implement the plan
Measure and monitor results
I serve my clients with responsiveness, professionalism and concern while providing solutions that cover all aspects of your financial life.
Background:
Financial professional with over 35 years experience in the Securities Business
Named One of the Top Wealth Managers, Seattle Magazine, 2007 & 2009-2020
Completed prescribed educational programs from New York Institute of Finance
Earned Accredited Asset Management Specialist designation from the Institute for Wealth Management
Previously active with The Tacoma Youth Chorus: Board of Directors
Served on the Advisory Board for Highline Senior Center
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Mark Blalock is the Manager of the Palm Desert office of Wedbush Securities. He joined Wedbush in 2009 and has over 42 years of financial advisory experience. He formerly held positions at Fidelity Union Life Insurance Co., Paine Webber, Shearson Lehman, and A. G. Edwards & Sons.
Mark places trust at the forefront of every client relationship in his office. As a manager, he is proud to have created a strong culture based on camaraderie within his office. He regularly leads his team in exchanges of opinions and points of view regarding economic trends, providing them with the opportunity to gain a holistic view of the economy and market. This leadership style has benefited all of the clients served by his office.
Mark has resided in Palm Desert since 1981 with his wife, Jeanie. They have an adult son and 9-year-old twin granddaughters. In his free time, he enjoys cooking, reading, and spending time with his granddaughters.