Brent RandolCRD Number: 1397538
Current Firm: Raymond James Financial Services Advisors, Inc.
Brent Randol (CRD# 1397538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Helena, CA and has over 30 years of experience in the finance industry.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Jan 2018 - Current||< 1|
|Cuso Financial||San Diego, CA||Mar 2017 - Dec 2017||< 1|
|Ameriprise Financial||Minneapolis, MN||Jun 2010 - Mar 2017||6|
|Investment Professionals, Inc.||San Antonio, TX||Jun 2009 - May 2010||< 1|
|Unemployed||Saint Helena, CA||Mar 2009 - Jun 2009||< 1|
|Grubb & Ellis Securities, Inc.||Santa Ana, CA||Jun 2008 - Feb 2009||< 1|
|Unemployed||Saint Helena, CA||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Dec 1993|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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