Randall Takaki
Randall Takaki is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Long Beach, CA, with 21 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
249 E. Ocean Blvd, Suite 712, Long Beach, CA, 90802
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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 ActivitiesSells Insurance
Randall is the founder of FARENH, LLC, a retail sales business, dedicating minimal time to sourcing and listing products. He also spends full-time as the founder of TAKWEALTH Financial and Insurance Services, focusing on sales and service of insurance and investments.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Takwealth
The Clark Group Asset Management
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations16 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
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