Broker Check

Meet Our Team

Randy A. Lakes

Registered Representative

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Leanne L. McKenzie

Sales Assistant

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Alexandra L. Wathen

Sales Assistant

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Our Mission

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our Services

Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.

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Education Planning

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Families & Individuals

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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FINRA: www.finra.org

SIPC: www.sipc.org

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Randy Lakes is registered to offer securities in the States of AZ, CA, CO, DC, DE, FL, GA, IL, KY, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WV and licensed to sell insurance products in the States of DE, MD, NC, NJ, SC, VA.  This is not an offer to sell or solicit securities or insurance in any other state or jurisdiction.