Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Lee Allen is a financial advisor who has been in the industry since 1999. Randall is currently registered as a Registered Representative with Kayne Anderson Rudnick Investment Management, LLC and has been with the firm since 2014. Prior to this, Randall worked at Charles Schwab & Co., Inc. and Morgan Stanley DW Inc. Randall has a wide range of experience in the financial services industry, including experience with securities, futures, and investment advisory services. Randall has also worked with a variety of clients, including individuals, businesses, and institutions. Currently, Randall specializes in providing portfolio management services to clients including individual investors, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
09/10/2014 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
07/10/2002 - 08/04/2014
CHARLES SCHWAB & CO., INC. (NEWPORT BEACH CA)
NY
01/29/1999 - 01/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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