Randall Brody (CRD# 5749877) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Individual Asset Management ("iam") | Menlo Park, CA | Nov 2016 - Current | 7 |
| Tax Samaritan, Inc. | North Las Vegas, NV | Aug 2013 - Current | 10 |
| Hd Vest Advisory Services | North Las Vegas, NV | Oct 2014 - Nov 2016 | 2 |
| Hd Vest Investment Services | North Las Vegas, NV | May 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- CA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$345,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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