Randall Harrison
Randall Harrison is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 18 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
250 E 96th St, #200, Indianapolis, IN, 46240
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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 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
LPL Financial LLCBroker
Charter Advisory Corporation
Previous Registrations
LPL Financial Corporation
Mutual Service Corporation
Mutual Service CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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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