RB
CFP
RB
CFP

Randall Bradshaw

27 Years of Experience
Cottonwood Heights, UT
1 DisclosureBroker

Randall Bradshaw is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

6985 S Union Park Ctr, Ste 170, Cottonwood Heights, UT, 84047

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History

Regulatory History (1)
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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 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2020 - Present · 5 yrs 6 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.