Joseph Randall, financial advisor Ottawa KS

Joseph Randall

CRD Number: 5060290
Current Firm: Lpl Financial LLC

Joseph Randall (CRD# 5060290) is an Investment Advisor Representative working at Lpl Financial LLC in Ottawa, KS and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Ottawa, KS Apr 2017 - Current 4
Bank Of America, N.a. Leawood, KS Feb 2017 - Apr 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood, KS Nov 2010 - Apr 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Joseph E. Randall
Phone Number: 704-733-3300
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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