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Abby Randall

4 Years of Experience
Tampa, FL
Broker

Abby Randall is a registered investment advisor at First Command Advisory Services, based in Tampa, FL, with 4 years of industry experience. Abby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1021 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

501 East Kennedy Blvd, Suite 600, Tampa, FL, 33606

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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 Activities

Abby is the manager of Premier Financial Planning, LLC, which she uses for her independent contractor business through First Command. She also manages Lynn and Line, LLC, a clothing company, dedicating a few hours per week to designing shirts, managing the website, and handling inventory.

Employment History
Current Registrations
First Command Advisory Services
January 2023 - Present · 3 yrs 9 mos
First Command Brokerage Services, INC.
July 2022 - Present · 4 yrs 3 mos
First Command Brokerage Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
State Registrations2 states
FLNJ
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.
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