RR
CFP
RR
CFP

Randyl Ratcliff

35 Years of Experience
Lake Charles, LA
Broker

Randyl Ratcliff is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Charles, LA, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

805 West Bayou Pines Dr, Lake Charles, LA, 70601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Randyl owns Ratcliff Investment Group LLC, dedicating full-time hours to this investment-related activity. Randyl also owns Ratcliff Farms, spending a few hours per week producing and selling agricultural products.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - June 2022 · 13 yrs 4 mos
Wells Fargo Clearing Services, LLC
February 2009 - June 2022 · 13 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1998 - February 2009 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - February 2009 · 11 yrs 1 mo
Marquis Investments, L.L.C.Broker
September 1997 - December 1997 · 3 mos
Benefitscorp Equities, INC.Broker
October 1989 - August 1996 · 6 yrs 10 mos
State Registrations8 states
DCFLLAMOOKTXVAWA
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.
Randyl Ratcliff - Financial Advisor | TrueAdvisor