Randall Cloud is a registered investment advisor, based in Oklahoma City, OK, with 34 years of industry experience.
Location
5100 N Brookline Ave, Ste 175, Oklahoma City, OK, 73112
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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
Randall is an insurance agent, receiving commissions for referrals, though he does not actively sell health insurance. He also dedicates full-time hours to R L Cloud CPA Inc, overseeing all operations including tax preparation and bookkeeping, and owns a tax and accounting practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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.