Randall Cole
Randall Cole is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Bala Cynwyd, PA, with 48 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
One Bala Plaza, 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Judgment / Lien
January 1995Other Business ActivitiesSells Insurance
Randall is an insurance agent offering various insurance products since 1998 and an IAR with American Portfolio Advisors. He also owns Coactive Management Group and RSC Wealthstream Partners, LLC, dedicating nearly full-time hours to Coactive Wealth Strategists LLC, which is wholly owned by Coactive Management Group LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Cigna Securities, INC.Broker
State Registrations11 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.