RH
RH

Randall Eugene Harrison

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

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

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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.

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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 · 10 mos
LPL Financial LLCBroker
October 2009 - Present · 16 yrs 4 mos
Charter Advisory Corporation
August 2009 - Present · 16 yrs 6 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 Registrations3 states
INNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Randall Eugene Harrison - Financial Advisor | TrueAdvisor