Randolph Byrd
Randolph Byrd is a registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 42 years of industry experience. Randolph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
10121 SE Sunnyside Rd, Ste 320, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2017Customer Dispute
October 2008Customer Dispute
July 2008Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Randolph operates Byrd Financial Group as a DBA for his LPL business. He also engages in non-variable insurance activities and real estate rental, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
New England SecuritiesBroker
John Hancock Distributors, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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