Randolph Elder, Cfp

Randolph Elder, Cfp (CRD# 128903) is a financial advisory firm headquartered in Loomis, CA. They manage $16,035,024 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6215 South Walnut, Suite F, Loomis, CA 95650
http://www.elderfinancial.biz
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $229,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Randolph Elder, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Randolph Elder, financial advisor Loomis CA
Randolph A. Elder
CRD#: 715461
6215 South Walnut Street, Ste. F, Loomis, CA 95650

Randolph Elder (CRD# 715461) is an Investment Advisor Representative working at Randolph Elder, Cfp in Loomis, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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