Randolph Byrd
Randolph Byrd is a registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.