Dana Randall
Dana Randall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Aberdeen, SD, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2016 6th Ave Se, Aberdeen, SD, 57401
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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
Dana is involved in several business activities, including political activity, real estate, banking, wealth management, farming, and selling funeral trusts. Dana dedicates about half of their time to their roles at CorTrust Bank and CorTrust Wealth Management, and minimal time to the other activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
John G. Kinnard and Company, IncorporatedBroker
State Registrations28 states
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