Randall Staudt
Randall Staudt is a registered investment advisor at LPL Financial LLC, based in Victoria, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
10301 NE Zac Lentz Pkwy, Ste B, Victoria, TX, 77904
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Randall is a band member, owns a business entity for tax/investment purposes, and owns rental real estate. He also operates under the DBA South Star Wealth Management and is associated with VIP Insurance Agency, spending minimal time on the insurance business. Finally, he is involved with Ben Liveley LLC for The Ben Liveley Ranch LP.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
State Registrations7 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.