Randal Dame (CRD# 1652129) is an Investment Advisor Representative working at Lpl Financial LLC in Oklahoma City, OK and has over 36 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Oklahoma City, OK | Jul 2021 - Current | 2 |
| Wealthfirst Financial Advisors, LLC | Oklahoma City, OK | Sep 2020 - Jul 2021 | < 1 |
| Rcd Systems, LLC | Oklahoma City, OK | Aug 2020 - Jul 2021 | < 1 |
| Francis Tuttle Technology Center | Oklahoma City, OK | Sep 2002 - Jul 2021 | 18 |
| Randal Dame-notary | Oklahoma City, OK | Jun 2000 - Jul 2021 | 21 |
| Various Insurance Carriers For W & R Insurance Agencies | Oklahoma City, OK | May 1987 - Jul 2021 | 34 |
| Waddell & Reed, Inc. | Oklahoma City, OK | Mar 1987 - Jul 2021 | 34 |
| Bcd Enterprises, Inc. | Oklahoma City, OK | Jan 2001 - Jan 2021 | 20 |
| Okc Wealth Advisors, LLC | Oklahoma City, OK | Sep 2020 - Sep 2020 | < 1 |
| Rcd Holdings, Inc. | Oklahoma City, OK | Jun 2015 - Aug 2020 | 5 |
| Heartline | Oklahoma City, OK | May 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- OK
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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