Randy Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Littleton, CO, with 23 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8321 S. Sangre De Cristo Road, Suite 102, Littleton, CO, 80127
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Randy is involved in several business activities, including RBB Advisors, LLC (tax/investment purposes), RJ Anderson Financial, LLC (DBA for LPL business), and Traction Financial Partners, LLC (investment advisory services, full-time). He also serves as Chair of the Board of Directors for Arapahoe Community College Foundation, a non-profit organization.
Employment History
Current Registrations
LPL Financial LLCBroker
Traction Financial Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
World Group Securities, INC.Broker
State Registrations10 states
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
More Advisors
- Connor MakisLPL Financial LLC
- Jeffrey NewellLPL Financial LLC
- Keri Pugh, CFPLPL Financial LLC
- Michael Guyerson, CFPLPL Financial LLC
- Lisa RizzoLPL Financial LLC
- Jeffrey WrenLPL Financial LLC