Brent Randol, financial advisor West Linn OR
93 score

Brent Randol

CRD Number: 1397538
Current Firm: Ameriprise Financial Services, Inc.

Brent Randol (CRD# 1397538) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in West Linn, OR and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Minneapolis, MN Jun 2010 - Current 6
Investment Professionals, Inc. St Helena, CA Jun 2009 - May 2010 < 1
Grubb & Ellis Realty Investors, LLC Santa Ana, CA Jun 2008 - Mar 2009 < 1
Grubb & Ellis Securities, Inc. Santa Ana, CA Jun 2008 - Mar 2009 < 1
Unemployed St. Helena, CA Jan 2008 - May 2008 < 1
Citigroup Global Markets Inc. Napa, CA May 2007 - Dec 2007 < 1
Citicorp Investment Services San Mateo, CA Jul 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Brent G. Randol
Phone Number: 612-671-3131
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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