Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randel? Claim Your ProfileRandel Rix is a financial advisor with Avantax Advisory Services. Randel is a registered representative with FINRA and a registered investment advisor with the state of Texas. Randel has been in the financial services industry since 1996 and has a wide range of experience in helping clients with their financial planning needs. Randel specializes in providing financial planning, portfolio management and pension consulting services to high-net-worth individuals, corporations, and individuals other than high-net-worth. Randel has been with Avantax since 2011 and prior to that, was with Avantax Investment Services, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/24/2011 - Present
Avantax Advisory Services (FORT WORTH TX)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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