RA
RA

Randy Andrew

26 Years of Experience
Long Beach, CA
1 DisclosureBrokerSells Insurance

Randy Andrew is a registered investment advisor at Ameriprise Financial Services, LLC, based in Long Beach, CA, with 26 years of industry experience. Randy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

5881 Obispo Ave Ste 103, Long Beach, CA, 90805

Get directions

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
April 2007
Denied
Other Business ActivitiesSells Insurance

Randy is an independent insurance broker for multiple companies, focusing on health insurance. Randy also owns Hammer 'N Nails Construction and runs a website, GotRandy.com, primarily selling surplus items.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2000 - Present · 26 yrs 7 mos
Ameriprise Financial Services, LLC
March 2000 - Present · 26 yrs 7 mos
Ameriprise Financial Services, LLC
February 2000 - Present · 26 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 2000 - July 2006 · 6 yrs 4 mos
State Registrations6 states
AZCAIDMINVTX
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.
More Advisors
Randy Andrew - Financial Advisor | TrueAdvisor