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Randy Howard Packett

Chesapeake Capital Management, LLC

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About Randy Howard Packett

Randy Howard Packett is a financial advisor at Chesapeake Capital Management, LLC. Randy has been in the financial services industry since 1985 and is licensed in Delaware, Florida, Maryland, New Jersey, and Pennsylvania. He offers a variety of financial services, including investment advice and portfolio management. Randy also conducts educational seminars and publishes periodicals. He has experience working with both individuals and high-net-worth individuals. Prior to Chesapeake Capital Management, LLC, Randy worked at InterSecurities, Inc., Sunset Financial Services, Inc., New England Securities, NYLife Securities Inc., and Pruco Securities Corporation.

Firm Information

Randy Packett is currently registered with Chesapeake Capital Management, LLC. Chesapeake Capital Management, LLC is an investment advisor with 4 licensed agents and 3 investment adviser representatives. They manage $25,804,037 in assets for 219 clients, primarily individuals other than high net worth and high-net-worth individuals. They offer portfolio management for individuals, and educational seminars and publication of periodicals. The firm also participates in wrap fee programs.

$25.80M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Packett’s Registration & Firm History

MD

08/11/2017 - Present

Chesapeake Capital Management, LLC (BELCAMP MD)

FL

03/01/2000 - 12/31/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

MO

06/18/1999 - 02/16/2000

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NY

07/01/1997 - 04/28/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

MO

01/12/1996 - 06/30/1997

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

NY

12/06/1993 - 09/11/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

NJ

05/16/1985 - 07/08/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 08/03/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/13/1995

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/15/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Randy Howard Packett. Review regulatory record here.
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