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Randall J. Cashmore

Advisor Share Wealth Management

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About Randall J. Cashmore

Randall Cashmore is an investment advisor representative registered with Advisor Share Wealth Management, based in Grayslake, Illinois. Randall has over 20 years of experience in the financial services industry, having worked with firms such as Berthel, Fisher & Company Financial Services, Inc., USA Financial Securities Corporation, WRP Investments, Inc., and LPL Financial Corporation. He holds a Series 7 and Series 66 license. Randall's specialties include asset management, financial planning, pension consulting, and selection of other advisors.

Firm Information

Randall Cashmore is currently registered with Advisor Share Wealth Management. Advisor Share Wealth Management is a wealth management firm located in Vancouver, WA. With 22 licensed agents, they offer comprehensive asset management services, financial planning, pension consulting, and selection of other advisors. The firm primarily serves individuals, including high-net-worth individuals, as well as corporations and pension plans. They manage approximately $48 million in assets.
Advisor Share Wealth Management

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$48.00M

Assets Under Management

Not reported

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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comprehensive asset management platform provider

Comprehensive asset management platform provider

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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other

Investment platform fees

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Randall Cashmore’s Registration & Firm History

IL

05/03/2023 - Present

Advisor Share Wealth Management (Grayslake IL)

IL

11/22/2017 - 03/25/2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Grayslake IL)

IL

11/09/2017 - 11/21/2017

USA FINANCIAL SECURITIES CORPORATION (Grayslake IL)

IL

09/01/2011 - 11/09/2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (GRAYSLAKE IL)

IL

08/26/2009 - 09/09/2011

WRP INVESTMENTS, INC. (GRAYSLAKE IL)

IL

07/30/2004 - 09/02/2009

LPL FINANCIAL CORPORATION (GRAYSLAKE IL)

MO

01/09/2001 - 08/03/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randall J. Cashmore.
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