Randal Defillippis, financial advisor Collegeville PA

Randal Defillippis

CRD Number: 6200428
Current Firm: Lpl Financial LLC

Randal Defillippis (CRD# 6200428) is an Investment Advisor Representative working at Lpl Financial LLC in Collegeville, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Collegeville, PA Jul 2021 - Current 2
Waddell & Reed, Inc. Collegeville, PA Sep 2016 - Jul 2021 4
Various Insurance Carriers For W&r Insurance Agencies Morrisville, PA Sep 2016 - Jul 2021 4
Denise Sattherthwaite Yardley, PA Jan 2018 - Jan 2020 2
Ja Bentley Philadelphia, PA Oct 2014 - Sep 2016 1
Purshe Kaplan Sterling Investments, Inc. Philadelphia, PA Oct 2014 - Sep 2016 1
Mcadam, LLC Philadelphia, PA Aug 2013 - Sep 2016 3
Ing Financial Partners / Voya Financial Advisors Philadelphia, PA Jun 2013 - Oct 2014 1
Mcadam Financial Group, LLC Philadelphia, PA Jun 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Randal R. Defillippis
Phone Number: 704-733-3300
Registered State(s):
  • CO
  • FL
  • NJ
  • PA
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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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