Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Randolph is a financial advisor who has been in the industry since 2002. He is currently registered with LPL Financial LLC in Sparta, Tennessee. Donald Randolph holds a Series 7, Series 63, Series 66, and Series 24 license and has been registered with LPL Financial LLC since 2008. Prior to that, Donald Randolph was registered with Edward Jones in Sparta, Tennessee from 2002 to 2008. Donald Randolph provides financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Donald Randolph also has a branch office at 272 N SPRING STREET, SPARTA, TN 38583.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
09/29/2008 - Present
LPL Financial LLC (SPARTA TN)
TN
06/19/2002 - 09/29/2008
EDWARD JONES (SPARTA TN)
BOTH
Issued 03/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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