Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randal? Claim Your ProfileRandal Todd Petrilli has been in the financial industry since 2005. Randal is registered with LPL Financial LLC in Colorado and Texas. Randal is also registered with Cambridge Investment Research Advisors, Inc. in Colorado and Texas. Randal holds Series 6, 7, 65 and 66 licenses. Randal is a financial advisor at LPL Financial LLC, a large firm with a wide range of services. Randal provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Randal has experience working with a variety of clients, including high-net-worth individuals and families.
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.
1
2
CO
10/21/2024 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
03/02/2005 - 06/05/2012
AXA ADVISORS, LLC (FORT COLLINS CO)
IA
Issued 12/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Randal Petrilli is the right advisor for you? Invested Better is here to help.
