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George Joseph Randall

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147

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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

George manages advisory accounts through Financial Management Strategies and works as a financial professional for Vision Wealth Management LLC. He also engages in fixed insurance sales, accounting/tax consulting, and property/casualty insurance, and supplemental wage benefits, dedicating about 10-20% of his time to accounting and tax purposes and Vision Wealth Management LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Financial Management Strategies, INC.
November 2014 - Present · 11 yrs 3 mos
Cetera Wealth Services, LLCBroker
October 2014 - Present · 11 yrs 4 mos
Cetera Wealth Services, LLC
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2014 - June 2023 · 8 yrs 8 mos
The O.N. Equity Sales CompanyBroker
April 2013 - November 2014 · 1 yr 7 mos
On Investment Management CO
April 2013 - November 2014 · 1 yr 7 mos
Prudential Financial Planning Services
July 2008 - February 2012 · 3 yrs 7 mos
Pruco Securities, LLC.Broker
January 2008 - February 2012 · 4 yrs 1 mo
State Registrations8 states
FLGALAMANCOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.