Randall AllenCRD Number: 3168717
Current Firm: Kayne Anderson Rudnick Investment Management, LLC
Randall Allen (CRD# 3168717) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Kayne Anderson Rudnick Investment Management||Newport Beach, CA||Aug 2014 - Current||2|
|Charles Schwab Bank||Newport Beach, CA||Feb 2005 - Jul 2014||9|
|Charles Schwab & Company, Inc.||Newport Beach, CA||Jun 2002 - Jul 2014||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1999|
Total Assets Under Management9,629MILLIONS
Total Number of Accounts14,629ACCOUNTS
Average Account Value$658,234
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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