Randy ElderCRD Number: 3146605
Current Firm: Commonwealth Financial Network
Randy Elder (CRD# 3146605) is an Investment Advisor Representative working at Commonwealth Financial Network in Morgan Hill, CA and has over 19 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Commonwealth Financial Network||Waltham, MA||Sep 2006 - Current||11|
|Cornerstone Investement Associates||Morgan Hill, CA||Sep 2006 - Current||11|
|Mutual Service Corporation||Morgan Hill, CA||Aug 2001 - Sep 2006||5|
|Cssc Investment Advisory Services||Morgan Hill, CA||Feb 2000 - Sep 2006||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV