Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Byrd is an investment advisor representative with LPL Financial LLC. Randolph has been in the industry since 1984 and holds licenses in 30 states as well as the Series 6, 7, 22 and SIE exams. Randolph's previous employers include WS Griffith Securities, Inc., New England Securities and John Hancock Distributors, Inc. Randolph is also involved in real estate and provides a range of financial services including financial planning, portfolio management for individuals and businesses, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
10/06/2010 - Present
LPL Financial LLC (CLACKAMAS OR)
CT
04/17/1997 - 06/17/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
09/27/1990 - 06/26/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/14/1991 - 03/09/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
04/26/1983 - 08/16/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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