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Erin Marie Randolph

Bailard, Inc.

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About Erin Marie Randolph

Erin Marie Randolph is an investment advisor representative with Bailard, Inc. Erin Randolph has been in the industry for over 12 years and is licensed in California and Georgia. Erin Randolph has a Series 7, Series 66 and SIE licenses. Erin Randolph is affiliated with Bailard, Inc. which is a firm registered as an investment adviser with the SEC and headquartered in Foster City, CA. Bailard, Inc. provides financial planning, portfolio management for individuals, investment companies, pooled investment vehicles, businesses and educational seminars.

Firm Information

Erin Randolph is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Erin Randolph’s Registration & Firm History

CA

01/06/2022 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

05/04/2011 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

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Licenses & Designations

BOTH

Issued 07/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Marie Randolph.
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