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Trevor R Randall

Consolidated Portfolio Review Corp.

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About Trevor R Randall

Trevor R. Randall is an Investment Advisor Representative at Consolidated Portfolio Review Corp. Trevor R. Randall has been in the securities industry for over 10 years and holds Series 7 and 66 licenses as well as the SIE. Trevor R. Randall's prior experience includes positions at PlanMember Securities Corporation and Randall Wealth Management Group. Trevor R. Randall works with individuals and retirement plans, including those associated with high-net-worth individuals.

Firm Information

Trevor Randall is currently registered with Consolidated Portfolio Review Corp.. Consolidated Portfolio Review Corp., based in Woodbury, NY, is an investment advisor with a focus on providing financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $905,610,357 in assets for over 3,966 clients.
Consolidated Portfolio Review Corp.

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$905.61M

Assets Under Management

Not reported

Total Clients

35

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Trevor Randall’s Registration & Firm History

NY

08/04/2022 - Present

Consolidated Portfolio Review Corp. (WOODBURY NY)

CA

12/18/2013 - 08/04/2022

PLANMEMBER SECURITIES CORPORATION (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 03/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor R Randall.
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