PR
PR

Phillip Randazzo

33 Years of Experience
Las Vegas, NV
Sells Insurance

Phillip Randazzo is a registered investment advisor at Clarity Council Financial, LLC, based in Las Vegas, NV, with 33 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fee is negotiable. This fee is for recommending and monitoring a third-party investment advisor, and is separate from the advisor's fees.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

9505 Hillwood Drive, Suite 100, Las Vegas, NV, 89134

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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 ActivitiesSells Insurance

Phillip is a managing partner/owner of Hillwood Financial Center, LLC, dedicating minimal time to managing commercial office space. He also works as an owner/broker for Nevada Benefits, spending about 10-20% of his time selling insurance, primarily health, and dedicates about 10-20% of his time to American Dream U. Phillip also spends a few hours per week with Hey Popi, LLC, helping clients create a successful retirement.

Employment History
Current Registrations
Clarity Council Financial, LLC
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Interactive Financial Advisors
January 2014 - December 2015 · 1 yr 11 mos
Interactive Financial Advisors
May 2013 - December 2013 · 7 mos
Surevest Capital Management
September 2012 - May 2013 · 8 mos
Crown Capital Securities, L.P.
May 2012 - December 2019 · 7 yrs 7 mos
Crown Capital Securities, L.P.Broker
August 2006 - December 2019 · 13 yrs 4 mos
Integrated Trading and Investments, INC.Broker
April 2000 - August 2006 · 6 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 1992 - June 2000 · 7 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
December 1992 - April 2000 · 7 yrs 4 mos
State Registrations1 state
NV
Advisor

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.
Phillip Randazzo - Financial Advisor | TrueAdvisor