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Eric Freeman Randolph

Steigerwald, Gordon & Koch - Wealth Advisors

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About Eric Freeman Randolph

Eric Randolph is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors. Eric has over 20 years of experience in the financial services industry. Eric is a Certified Financial Planner and holds the Series 7, Series 63 and Series 65 licenses. Eric is a highly experienced and knowledgeable advisor, with a focus on financial planning and portfolio management for individuals and businesses. Eric is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Eric Randolph is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Eric Randolph’s Registration & Firm History

VA

07/12/2022 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)

MD

01/09/2003 - 10/09/2003

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

TX

05/11/1999 - 12/31/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NC

08/03/1998 - 04/06/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MN

03/27/1997 - 06/06/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/27/1997 - 06/06/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/22/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Freeman Randolph.
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