Randy Bianchi is a registered investment advisor at Twogood Financial Services, INC., based in Scottsdale, AZ. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Twogood Financial Services does not directly manage investments. Instead, they refer clients to EverSource Wealth Advisors, who manages the investments. EverSource pays Twogood Financial Services a referral fee. The combined fee paid to Twogood Financial Services and EverSource will not exceed 2.0% annually of the value of the client assets being managed by EverSource, and will in most cases be well below that number.
Location
14500 North Northsight Blvd, Suite 313, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2006Customer Dispute
June 2000Customer Dispute
May 2000Employment Separation After Allegations
April 2000Customer Dispute
July 1999Other Business Activities
Randy owns Muscle Power Degreasers, a small business providing credit and benefits services, since 2007. This non-investment related activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Twogood Financial Services, INC.
State Registrations1 state
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.