Randall Tepatti (CRD# 2422985) is an Investment Advisor Representative working at Avantax Advisory Services in Statesboro, GA and has over 30 years of experience in the finance industry.
CRD# 6297840
Edward Jones
CRD# 5908277
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4919623
Cfg Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bulloch Telephone Cooperative | Statesboro, GA | Nov 2016 - Current | 7 |
| Avantax Investment Services, Inc. | Statesboro, GA | Aug 2014 - Current | 9 |
| Avantax Advisory Services | Statesboro, GA | Aug 2014 - Current | 9 |
| Avantax Insurance Agency, LLC | Statesboro, GA | Aug 2014 - Current | 9 |
| Tepatti Financial LLC | Statesboro, GA | May 2005 - Current | 18 |
| Acts Investments, LLC | Morrow, OH | Nov 2014 - Oct 2022 | 7 |
| Ligonier Telephone Company | Ligionier, IN | May 2014 - Aug 2016 | 2 |
| Next Financial Group, Inc. | Grand Ledge, MI | Aug 2005 - Aug 2014 | 9 |
| Cardinal,bowman & Co Pl | Grand Ledge, MI | Aug 1996 - May 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- GA
-
Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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