Randall Patrick
Randall Patrick is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Ventura, CA, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1583 Spinnaker Drive, Suite 212, Ventura, CA, 93001
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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 is involved in several business activities. He sells fixed annuities and life insurance, and provides related services as a financial agent, dedicating a few hours per week. He is also a partner/agent at Mindful Wealth Planners LLC and Mindful Wealth Insurance Solutions, spending full-time on insurance and securities sales and service. Finally, Randall owns a rental condo, spending minimal time on it.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations21 states
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