Randall Financial Group, LLC

Randall Financial Group, LLC (CRD# 134804) is a financial advisory firm headquartered in Providence, RI. They manage $29,595,167 in 241 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $122,802
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Randall Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Oliver R. Tutt
CRD#: 2246257
260 West Exchange Street, Suite 107, Providence, RI 02903
96
Wealthminder
score

Oliver Tutt (CRD# 2246257) is an Investment Advisor Representative working at Randall Financial Group, LLC in Providence, RI and has over 14 years of experience in the finance industry. Oliver Tutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew W. Sweet
CRD#: 5583950
260 West Exchange Street, Suite 107, Providence, RI 02903
90
Wealthminder
score

Matthew Sweet (CRD# 5583950) is an Investment Advisor Representative working at Randall Financial Group, LLC in Providence, RI and has 1 year of experience in the finance industry. Matthew Sweet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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