Randall Cohen
Randall Cohen is a registered investment advisor at LPL Financial LLC, based in Mount Pleasant, SC, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10 Resolute Ln, Suite 201, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2025Customer Dispute
January 1996Other Business Activities
Randall spends nearly all of his time on investment-related activities through IHT Wealth Management, both as a DBA for LPL business and as a Registered Investment Advisor. He also dedicates minimal time to real estate rental through Curlee-Cohen LLC and about 10-20% of his time to Bridge Benefits Group as an Investment Advisor Representative.
Employment History
Current Registrations
LPL Financial LLC
Iht Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Olde Discount CorporationBroker
State Registrations26 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.