Nicholas Randall is a registered investment advisor at Randall Wealth Advisors, LLC, based in La Vista, NE, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Randall Wealth Advisors does not directly manage investments. Instead, Randall Wealth Advisors refers clients to third-party money managers who manage client assets. The fees charged by the third-party managers may range up to 2% of the assets managed. Randall Wealth Advisors receives approximately 40% to 60% of the fees charged by the third-party money managers.
Location
La Vista, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is the owner of ARBR Corporation since 2007 and the President of Randall Wealth Advisors, LLC since 2016, dedicating a few hours per week to the latter. He is also an independent contractor for Randall Wealth Advisors, dedicating minimal time to this role.
Employment History
Current Registrations
Randall Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.Broker
State Registrations3 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.