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James Harrison Randall

Capital Advisors, Inc.

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About James Harrison Randall

James Randall is an investment advisor representative with Capital Advisors, Inc. James has been in the financial services industry since 2018. James is registered to provide investment advice in Oklahoma and Texas. James has a Series 63, Series 66, Series 7TO, and SIE. James has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and investment companies.

Firm Information

James Randall is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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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James Randall’s Registration & Firm History

TX

10/31/2022 - Present

Capital Advisors, Inc. (FRISCO TX)

TX

07/27/2021 - 11/03/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVING TX)

AZ

12/13/2018 - 02/04/2021

EDWARD JONES (SUN CITY AZ)

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Licenses & Designations

BOTH

Issued 02/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Harrison Randall. Review regulatory record here.
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