Randal DefillippisCRD Number: 6200428
Current Firm: Waddell & Reed
Randal Defillippis (CRD# 6200428) is an Investment Advisor Representative working at Waddell & Reed in Yardley, PA and has over 4 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Constantia Capital LLC
|Denise Satterthwaite||Yardley, PA||Jan 2018 - Current||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Levittown, PA||Oct 2016 - Current||1|
|Waddell & Reed, Inc.||Collegeville, PA||Oct 2016 - Current||1|
|Purshe Kaplan Sterling Investments||Philadelphia, PA||Oct 2014 - Oct 2016||2|
|Ja Bentley||Philadelphia, PA||Oct 2014 - Oct 2016||2|
|Mcadam, LLC||Philadelphia, PA||Aug 2013 - Oct 2016||3|
|Ing Financial Partners, Inc.||Philadelphia, PA||Jun 2013 - Oct 2014||1|
|Dnrec Delaware State Park||Dewey, DE||Jun 2010 - Sep 2013||3|
|Residential Learning & University Housing For Rowan University||Glassboro, NJ||Aug 2012 - May 2013||< 1|
|Student||Glassboro, NJ||Sep 2002 - May 2013||10|
|Weichert Realtors||Mullica Hill, NJ||Sep 2008 - Aug 2012||3|
|Wawa||Glasboro, NJ||Nov 2006 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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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