MR
ChFC
MR
ChFC

Michael Randolph

26 Years of Experience
Nashville, TN
BrokerSells Insurance

Michael Randolph is a ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Nashville, TN, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1 Music Circle North, Suite 400, Nashville, TN, 37203

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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 ActivitiesSells Insurance

Michael is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
November 2013 - Present · 12 yrs 6 mos
VALIC Financial Advisors, INC.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cfd Investments, INC.Broker
January 2011 - November 2013 · 2 yrs 10 mos
Creative Financial Designs, INC.
January 2011 - November 2013 · 2 yrs 10 mos
Avalon Investment & Securities Group, INC.Broker
February 2009 - January 2011 · 1 yr 11 mos
LPL Financial Corporation
February 2005 - March 2009 · 4 yrs 1 mo
LPL Financial CorporationBroker
February 2005 - March 2009 · 4 yrs 1 mo
Morgan Stanley
January 2001 - February 2005 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
December 1999 - February 2005 · 5 yrs 2 mos
State Registrations12 states
ALFLGAIAINKYMSNCNMTNTXUT
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.
Michael Randolph - Financial Advisor | TrueAdvisor