Carter Randolph, financial advisor Cincinnati OH

Carter Randolph

CRD Number: 4348344
Current Firm: Randolph Co Inc.

Carter Randolph (CRD# 4348344) is an Investment Advisor Representative working at Randolph Co Inc. in Cincinnati, OH and has over 14 years of experience in the finance industry.

Similar Advisors
Phillip Abshire, financial advisor Cincinnati OH
Phillip F. Abshire
CRD# 2667585
Edward Jones
Similar Advisors
Gregory Achten, financial advisor Cincinnati OH
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Similar Advisors
Joanna Adams, financial advisor Cincinnati OH
Joanna M. Adams
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name Location Dates Years
Cfrphd, LLC Cincinnati, OH Jun 2006 - Current 17
Randolph Company, Inc. Cincinnati, OH Dec 1993 - Current 30
Greenacres Foundation, Inc. Cincinnati, OH Aug 1989 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Carter F. Randolph
Phone Number: [513]891-7144
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $5,052,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

NH, OH

Ready to hire a financial advisor? Get competitive proposals from Carter Randolph and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.