Randall Gillespie
Randall Gillespie is a registered investment advisor at Intrua Financial, based in Houston, TX, with 39 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.
Fee Estimator
Location
Houston, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2016Judgment / Lien
April 2014Other 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
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Proequities, INC.Broker
Investment Advisors
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
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.
Exams
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