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Randy Duane Trumbo is a financial advisor professional located in Davison, MI. They specialize in financial advisory. With over 28 years of experience, they bring deep expertise to every client.
Randy Duane Trumbo - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Randy Duane Trumbo is a financial advisor based in Davison, Michigan, operating through Osaic Wealth, Inc. With 28 years of experience in the financial services industry, Trumbo brings substantial tenure to client relationships and portfolio management. His practice is registered with FINRA under CRD #2850999, positioning him within the regulatory framework that governs investment professionals. Trumbo serves clients seeking guidance on financial planning and wealth management strategies.
A FINRA CRD registration indicates that Randy Duane Trumbo is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment professionals. This registration means Trumbo operates under FINRA's compliance and conduct rules, which establish standards for client interactions, disclosure requirements, and suitability obligations. The CRD (Central Registration Depository) number serves as his unique identifier within FINRA's database, allowing clients and regulators to verify his registration status and review any disciplinary history. This framework provides a layer of regulatory oversight for clients engaging his financial advisory services.