Randall Stewart
Randall Stewart is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, with 41 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
400 Chesterfield Center,, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall operates several DBAs for his LPL business, including RTS Financial Consultants, Randall T. Stewart, Inc., and Tigers Community Financial Advisors. He also acts in a fiduciary capacity for his brother and sister-in-law and works with West Community Credit Union, spending about a quarter of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Allmerica Investment Management CO INC
Allmerica Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
Mountain States InvestmentsBroker
State Registrations31 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.