Unclaimed
Randolph Dorcey has been in the financial industry since 1989. Randolph has worked for several different financial firms, including Securities America, Inc., Atlas Brokerage Company, L.P., and IFG Network Securities, Inc. Randolph holds a Series 6, Series 26, and Series 63 license. Randolph is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC. Randolph works with clients to develop a personalized financial plan and to manage their investments. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
03/25/2019 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
PA
11/09/2000 - 06/04/2001
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
NE
05/16/1994 - 12/08/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
01/05/1993 - 12/31/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
02/01/1991 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
04/19/1989 - 02/20/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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