Randy Schneider
Randy Schneider is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 30 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
25200 Chagrin Blvd. Suite 103, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (9)
Customer Dispute
January 2021Customer Dispute
February 2015Customer Dispute
June 2013Customer Dispute
September 2011Customer Dispute
November 2010Customer Dispute
June 2010Customer Dispute
May 2010Customer Dispute
November 2009Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Randy operates MRJL Financial as a DBA for his LPL business and sells non-variable insurance products. He dedicates minimal time to the insurance sales, starting in 2006.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Fairport Asset Management, LLC
Roulston & CO INC
Roulston Research CORP.Broker
Prudential Investment Management Services LLCBroker
Natcity Investments, INC.Broker
National City Investments CorporationBroker
State Registrations17 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.