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Daniel Randall

Daniel Randall

VP, Product Management & Business Development

Dan Randall, CFP®, CLU, ChFC is Vice President of Product Management for Equity Services, Inc., headquartered in Montpelier, Vermont.  He has over 25 years of experience in the financial services industry and primarily works with career and independent registered reps, their prospects, and advisors in the business and personal planning marketplace. 

His areas of expertise are focused on the needs of clients with an emphasis on financial risk management, life insurance protection, security research and selection, asset allocation and securities analytics, non-qualified and qualified benefit planning, business continuation, capital accumulation strategies, retirement distributions, and wealth transfer. 

Dan has earned his CFP®, CLU, ChFC, CSA, and FLMI, as well as securities licenses 6, 7, 66 and 24, and is a Registered Representative and Investment Advisor Representative with Equity Services.

Dan Randall can be reached at Equity Services, Inc, 1 National Life Drive, Montpelier, Vermont 05604.  Telephone: 800-344-7437, ext. 7166.  Email: drandall@nationallife.com.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.