Unclaimed
Randall Gray Neighbour is an investment advisor representative with The Fiduciary Alliance in Houston, TX. Randall has been in the industry since March 2013 and previously worked at Fortune Financial Services, Inc. and Sigma Financial Corporation. Randall holds the Series 66, Series 7, Series 65, and SIE licenses. Randall specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Randall also provides educational seminars and offers other advisory services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/16/2021 - Present
THE Fiduciary Alliance (Houston TX)
TX
06/15/2021 - 07/13/2022
FORTUNE FINANCIAL SERVICES, INC. (Houston TX)
TX
08/30/2018 - 06/15/2021
SIGMA FINANCIAL CORPORATION (Houston TX)
TX
03/19/2013 - 09/07/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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