RB
CFP
RB
CFP

Randall Bradshaw

28 Years of Experience
St. George, UT
1 DisclosureBroker

Randall Bradshaw is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. George, UT, with 28 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

St. George, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003
Denied
Other Business Activities

Randall is involved in several business activities, including serving as president of Upper Ellison Ditch Company, owning rental property, and having ownership stakes in TCBDK LLC, Genesys Wealth Management LLC, Genesys Holdings LLC, and Family Wealth Management LLC. He also serves as co-trustee for his son's and father's trusts, trustee for TCBDK 401K, and executor for his father; Randall dedicates a full-time commitment to Genesys Wealth Management LLC.

Employment History
Current Registrations
Wells Fargo Advisors
November 2020 - Present · 5 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2008 - November 2020 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - November 2020 · 12 yrs 6 mos
Citigroup Global Markets INC.
August 1998 - June 2008 · 9 yrs 10 mos
Citigroup Global Markets INC.Broker
June 1998 - June 2008 · 10 yrs
State Registrations17 states
AZCACODEFLGAHIIDMDNMNVOKTNTXUTWIWY
AdvisorBrokerBoth

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.
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