Randall AgrellasCRD Number: 1060252
Current Firm: Waddell & Reed
Randall Agrellas (CRD# 1060252) is an Investment Advisor Representative working at Waddell & Reed in Costa Mesa, CA and has over 11 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Waddell & Reed, Inc.||Costa Mesa, CA||Dec 2012 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||Newport Coast, CA||Dec 2012 - Current||5|
|Wells Fargo Advisors LLC||Irvine, CA||Jun 2010 - Dec 2012||2|
|Morgan Stanley Smith Barney||Beverly Hills, CA||Jun 2009 - Jun 2010||1|
|Morgan Stanley & Co, Inc.||Beverly Hills, CA||Nov 2007 - Jun 2009||1|
|Wells Fargo Investments, LLC||Newport Beach, CA||Feb 2007 - Nov 2007||< 1|
|Unemployed||Newport Coast, CA||Dec 2006 - Feb 2007||< 1|
|Zacks Investment Management||Chicago, IL||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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