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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Phillip Hallier is a financial advisor with Creative Planning. Randall has been in the financial services industry since 1994. Randall holds a Series 6, Series 7, and Series 63. He has also passed the Uniform Investment Adviser Law Examination (Series 65). Randall is a Certified Financial Planner. Randall has a diverse background, having worked at several financial institutions. He has experience in providing retirement-related instruction, developing curriculum, and delivering content to select groups. Randall has a significant amount of experience providing financial planning services to individuals, families, and businesses. He has also worked with charitable organizations and pension plans.
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.
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.
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2
KS
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/08/2009 - 08/09/2010
LPL FINANCIAL CORPORATION (LEAWOOD KS)
KS
08/31/1999 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (LEAWOOD KS)
AZ
01/26/1996 - 08/30/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
05/06/1994 - 02/05/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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