Randall Klaiber is a CFP-designated registered investment advisor, based in Sewickley, PA, with 17 years of industry experience.
Location
1605 Carmody Court, Suite 400, Sewickley, PA, 15143
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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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Randall is the owner of Tight Lines Financial Management LLC, overseeing its management and operation. This activity requires minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2023 - Present · 3 yrs
Kestra Private Wealth Services, LLC
September 2023 - Present · 3 yrs
Previous Registrations
Morgan StanleyBroker
September 2012 - September 2023 · 11 yrs
Morgan Stanley
September 2012 - September 2023 · 11 yrs
Grandview Financial Consulting, LLC
May 2012 - December 2012 · 7 mos
LPL Financial LLC
January 2009 - August 2012 · 3 yrs 7 mos
LPL Financial LLCBroker
November 2008 - August 2012 · 3 yrs 9 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.