Randle Dick, financial advisor Fort Collins CO
96 score

Randle Dick

CRD Number: 1201917
Current Firm: On Investment Management Co

Randle Dick (CRD# 1201917) is an Investment Advisor Representative working at On Investment Management Co in Fort Collins, CO and has over 24 years of experience in the finance industry. Randle Dick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
On Investment Management Co Fort Collins, CO Oct 2003 - Current 13
Rea Capital Management, LLC Fort Collins, CO Sep 2003 - Current 13
The O.n. Equity Sales Company Ft. Collins, CO Mar 1994 - Current 22
Self Ft. Collins, CO Jun 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Randle W. Dick
Phone Number: 855-262-0913
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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