William Randall is a ChFC-designated registered investment advisor at Edward Jones, based in Exmore, VA, with 21 years of industry experience. William 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 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
4045 Lankford Hwy, Exmore, VA, 23350
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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
William works as a driver for Uber/Lyft in Chesapeake, VA, dedicating minimal time to this activity. He also works as a bookkeeper for Shirley M. Randall MD Inc. in Exmore, VA, spending a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Investors Security Company, INC.
Investors Security Company, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
State Registrations29 states
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