RV
RV

Randall Vantassell

26 Years of Experience
Bishop, CA
1 DisclosureBrokerSells Insurance

Randall Vantassell is a registered investment advisor at Cetera Investment Advisers LLC, based in Bishop, CA, with 26 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

550 Central Avenue, Bishop, CA, 93514

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History

Regulatory History (1)
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Criminal
May 2004
Final Disposition
Other Business ActivitiesSells Insurance

Randall is involved in several business activities, including serving as a trustee, owning rental property, holding positions in multiple non-profit and government organizations, and owning Van Tassell Services (formerly Van Tassell & Paegel, CPAs), where he spends nearly full-time on accounting, tax preparation, and payroll services. Randall also has the ability to sell various annuity and insurance products through Avantax Insurance Agency LLC and Avantax Insurance Services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2014 - September 2025 · 11 yrs 4 mos
Avantax Investment Services, INC.Broker
May 2014 - September 2025 · 11 yrs 4 mos
Transamerica Financial Advisors, INCBroker
January 2012 - May 2014 · 2 yrs 4 mos
Transamerica Financial Advisors, INC.
January 2012 - May 2014 · 2 yrs 4 mos
Investment Advisors International, INC.
February 2009 - January 2012 · 2 yrs 11 mos
World Group Securities, INC.Broker
January 2009 - January 2012 · 3 yrs
H.D. Vest Investment ServicesBroker
October 1999 - December 2008 · 9 yrs 2 mos
State Registrations9 states
AZCAIDMIMTNVOKORTX
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.