Unclaimed
Randall Gillespie is a financial advisor with Intrua Financial. Randall has been working in the financial services industry since 1987. Randall is registered with the state of Texas. Randall is licensed to provide financial advice and services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Randall has a wide range of experience in the financial services industry, including experience with securities, variable contracts, and investment advisory services. Randall is committed to providing clients with personalized financial advice and guidance. Randall also offers financial planning, pension consulting, and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
TX
01/09/2021 - Present
Intrua Financial (HOUSTON TX)
TX
07/03/2013 - 12/31/2021
LPL FINANCIAL LLC (HOUSTON TX)
TX
12/01/2000 - 07/17/2013
PROEQUITIES, INC. (HOUSTON TX)
NY
05/02/1990 - 12/07/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 12/07/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
09/24/1987 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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