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Brian Randall

7 Years of Experience
St. Louis, MO
1 DisclosureBroker

Brian Randall is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (1)
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Criminal
January 2006
Final Disposition
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
December 2020 - Present · 5 yrs 5 mos
Benjamin F. Edwards & Company, Incorporated
December 2020 - Present · 5 yrs 5 mos
Benjamin F. Edwards & Company, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Larson Financial Group, LLC
June 2019 - February 2021 · 1 yr 8 mos
Larson Financial Securities, LLCBroker
March 2019 - December 2020 · 1 yr 9 mos
State Registrations2 states
ILMO
AdvisorBrokerBoth

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
No exam information available for this advisor.