Randall Philpot, financial advisor Fort Smith AR
93 score

Randall Philpot

CRD Number: 4555767
Current Firm: 1st Global Advisors Inc.

Randall Philpot (CRD# 4555767) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Fort Smith, AR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Fort Smith, AR Jun 2005 - Current 11
1st Global Advisors, Inc. Fort Smith, AR Jan 2003 - Current 13
1st Global Capital Corp. Fort Smith, AR Jul 2002 - Current 14
Beall Barclay & Company, Plc Cpa's Fort Smtih, AR Jun 1983 - Current 33
Beall Barclay Advisors, LLC Fort Smith, AR Feb 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Randall E. Philpot
Phone Number: 214-294-5000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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