RH
RH

Randall Harrison

18 Years of Experience
BrokerSells Insurance

Randall Harrison is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

250 E 96th St, #200, Indianapolis, IN, 46240

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Randall provides investment advisory services through Charter Advisory Corporation, dedicating about 20% of his time. He also works with Ash Brokerage LLC and Insurance Brokers Incorporated d/b/a IBI as an independent agent for non-variable insurance, spending minimal time on these activities.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2009 - Present · 16 yrs 6 mos
Charter Advisory Corporation
August 2009 - Present · 16 yrs 8 mos
Previous Registrations
LPL Financial Corporation
October 2009 - September 2010 · 11 mos
Mutual Service Corporation
January 2009 - October 2009 · 9 mos
Mutual Service CorporationBroker
January 2009 - October 2009 · 9 mos
Ameriprise Financial Services, INC.
December 2007 - January 2009 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
November 2007 - January 2009 · 1 yr 2 mos
State Registrations4 states
INNCTXVA
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.