RS
CFP
RS
CFP

Randall Paul Sanada

29 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
667 clients
Average Client Portfolio
$959K average
Assets Under Management
$639.4M

Fee Structure

Minimum Investment:$100K
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Location

31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

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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

Randall is the Vice President of Alliance Financial Group, Inc., a management/parent company, since 1998, dedicating minimal time. He is also the VP/Manager of Westlake Professional Building Partners, LLC, overseeing the owner-occupied building, also dedicating minimal time.

Employment History
Current Registrations
Alliance Advisory & Securities, LLC
October 2001 - Present · 24 yrs 4 mos
Previous Registrations
Alliance Advisory & Securities, INC.Broker
September 1996 - August 2021 · 24 yrs 11 mos
State Registrations6 states
AZCAIDORTXWA
Advisor
Exams
No exam information available for this advisor.
Randall Paul Sanada - Financial Advisor | TrueAdvisor