Randal Dame
Randal Dame is a registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 38 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
1684 SW 86th, Suite C, Oklahoma City, OK, 73159
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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
Randal is involved in several outside business activities, including RCD Systems LLC (a tax/investment entity), teaching at Francis Tuttle Technology Center, and working as a notary. He also works with Associates of Clifton Park selling non-variable insurance and operates OK Wealth Financial Advisors as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
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