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Randall Gillespie

38 Years of Experience
Houston, TX
2 DisclosuresMay Earn CommissionSells Insurance

Randall Gillespie is a registered investment advisor at Intrua Financial, based in Houston, TX, with 38 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,227 clients with $1.2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,227 clients
Average Client Portfolio
$376K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10K

Intrua Financial manages investment portfolios for a fee based on the amount you invest. The fee is calculated as a percentage of your portfolio and is charged monthly or quarterly. The exact percentage may be negotiable.

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Location

3737 Buffalo Speedway, Suite 400, Houston, TX, 77098

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History

Regulatory History (2)
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Judgment / Lien
October 2016
Judgment / Lien
April 2014
Other Business ActivitiesSells Insurance

Randy operates Randy C. Gillespie & Associates, Inc. as a DBA for tax purposes and insurance trailers since 2015. This activity requires minimal time.

Employment History
Current Registrations
Intrua Financial
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
July 2013 - December 2021 · 8 yrs 5 mos
Private Advisor Group, LLC
July 2013 - April 2021 · 7 yrs 9 mos
Proequities, INC.Broker
December 2000 - July 2013 · 12 yrs 7 mos
Investment Advisors
December 2000 - July 2013 · 12 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
May 1990 - December 2000 · 10 yrs 7 mos
Metlife Securities INC.Broker
April 1990 - December 2000 · 10 yrs 8 mos
Ur Financial, INC.Broker
September 1987 - April 1990 · 2 yrs 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.