Christopher Randal (CRD# 2890367) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 23 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 |
|---|---|---|---|
| Assetmark Brokerage, LLC | Presto, PA | Jun 2019 - Current | 4 |
| Assetmark Financial Holdings, Inc. | Presto, PA | Jun 2019 - Current | 4 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2016 - Jun 2019 | 2 |
| Gf Investment Services, LLC | Sarasota, FL | Mar 2017 - Apr 2019 | 2 |
| James Alpha Advisors | New York, NY | Sep 2016 - Mar 2017 | < 1 |
| Fdx Capital LLC | New York, NY | Sep 2016 - Mar 2017 | < 1 |
| Advisors Capital Management, LLC | Ridgewood, NJ | Sep 2015 - Aug 2016 | < 1 |
| Curian Clearing LLC | Denver, CO | Jan 2010 - Sep 2015 | 5 |
| Curian Capital, LLC | Denver, CO | Oct 2008 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- PA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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