Randall Patrick is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 3 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2750 Virginia Pkwy, Suite 101, Mckinney, TX, 75071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall is involved in several business activities, including an inactive LLC, a small bookkeeping and consulting business, a real estate association, a family-owned group of auto shops where he works full-time as a controller, and a non-profit amateur radio club where he serves as treasurer. None of these activities appear to be investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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