RC
RC

Randall Chenot

33 Years of Experience
Waco, TX
1 DisclosureBrokerSells Insurance

Randall Chenot is a registered investment advisor at Investors Brokerage of Texas, LTD., based in Waco, TX, with 33 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
14 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$98.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $15.0M0.40%
$15M+0.40%

Fees are negotiable for amounts above $15 million. For employer-sponsored retirement plans, fees are negotiated and generally range from 0.25% to 1.00% of total plan assets. A fixed quarterly consulting fee may be charged instead of a fee based on assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

225 South 5th St., Waco, TX, 76701

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History

Regulatory History (1)
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Employment Separation After Allegations
December 1994
Other Business ActivitiesSells Insurance

Randall is affiliated with Insurors of Texas General Agency, Ltd., an insurance agency offering health, life, and property and casualty insurance, since 2015. He dedicates minimal time to this activity.

Employment History
Current Registrations
Investors Brokerage of Texas, LTD.
September 2024 - Present · 1 yr 8 mos
Investors Brokerage of Texas, LTD.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
First Financial Equity CorporationBroker
June 2009 - January 2015 · 5 yrs 7 mos
Sws Financial Services
May 2006 - December 2007 · 1 yr 7 mos
Sws Financial ServicesBroker
May 2003 - June 2009 · 6 yrs 1 mo
Sws Financial Services
May 2003 - February 2004 · 9 mos
Banc One Securities Corporation
December 2002 - May 2003 · 5 mos
Banc One Securities CorporationBroker
December 2002 - May 2003 · 5 mos
Investors Brokerage of Texas, LTD.Broker
November 1995 - December 2002 · 7 yrs 1 mo
Dominion Capital CorporationBroker
January 1995 - November 1995 · 10 mos
Painewebber IncorporatedBroker
July 1993 - January 1995 · 1 yr 6 mos
Rotan Mosle INC.Broker
September 1987 - August 1988 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.