Randall HubschmidtCRD Number: 6257111
Current Firm: Fortis Advisors, LLC
Randall Hubschmidt (CRD# 6257111) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Fortis Advisors, LLC||King Of Prussia, PA||Aug 2013 - Current||4|
|Fortis Partners, LLC||King Of Prussia, PA||Jul 2013 - Current||4|
|Private Family Office, LLC||King Of Prussia, PA||Sep 2007 - Jun 2013||5|
|Commerce Bank||Philadelphia, PA||Aug 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management198MILLIONS
Total Number of Accounts127ACCOUNTS
Average Account Value$1,558,457
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, NJ, NY, PA
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