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Benjamin G Randall

TCP Asset Management, LLC

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About Benjamin G Randall

Benjamin Randall is an investment advisor representative at TCP Asset Management, LLC, a Registered Investment Advisor based in Upper Arlington, Ohio. Benjamin has been in the securities industry for over 3 years. Benjamin holds Series 7TO, Series 66, and SIE licenses. Benjamin works with high-net-worth individuals, businesses, and individuals other than high-net-worth individuals. Previously, Benjamin worked for Morgan Stanley and Equitable Advisors, LLC. Benjamin offers a range of financial planning services, including portfolio management, pension consulting, and selection of other advisors.

Firm Information

Benjamin Randall is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor's fees

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Benjamin Randall’s Registration & Firm History

OH

03/15/2022 - Present

TCP Asset Management, LLC (UPPER ARLINGTON OH)

OH

09/03/2021 - 01/21/2022

MORGAN STANLEY (Columbus OH)

OH

05/30/2019 - 09/21/2020

EQUITABLE ADVISORS, LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 07/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin G Randall.
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