Unclaimed
Randall Huot is an investment advisor representative at Fisher Investments, a firm that manages over $300 billion in assets for individual and institutional clients. Randall holds a Series 7, 66, and SIE license as well as a Series 24 principal designation and has been in the financial services industry since 2007. Randall has experience with clients ranging from high-net-worth individuals to corporations, foundations and endowments, insurance companies, and pooled investment vehicles. Before joining Fisher Investments in 2022, Randall was a registered representative at Western & Southern Life and Raymond James Financial Services, Inc. Randall provides portfolio management, financial planning, and other investment-related 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.
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.
Portfolio assessment
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.
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.
1
2
FL
03/02/2022 - Present
Fisher Investments (TAMPA FL)
FL
03/30/2021 - 02/28/2022
W&S BROKERAGE SERVICES, INC. (TAMPA FL)
FL
10/08/2008 - 05/03/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/20/2007 - 09/15/2008
RAYMOND JAMES & ASSOCIATES, INC. (LARGO FL)
BOTH
Issued 06/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Randall Huot is the right advisor for you? Invested Better is here to help.