Robert Randolph is a registered investment advisor at Round Table Financial, based in Little Rock, AR, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 29 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Round Table Financial charges up to 2.0% of your portfolio per year for investment management. The fee is negotiable based on factors like the amount you invest and the complexity of your financial situation. The fee is taken from your account quarterly. Cash and margin balances are included when calculating the fee.
Location
3625 Kavanaugh Blvd., Suite A, Little Rock, AR, 72205
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Regulatory History
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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Robert assists his wife with medical transcription and is a managing member and bookkeeper for Heights Apothecary & Hemp, LLC. These activities take about 10-20% of his time and are not investment-related.
Employment History
Current Registrations
Round Table Financial
Previous Registrations
R.M. Duncan Capital Management Corporation
R.M. Duncan Securities, INC.Broker
R. G. Dickinson & CO.Broker
Lasalle St Securities, L.L.C.Broker
Morgan Keegan & Company, INC.Broker
T. J. Raney & Sons, INC.Broker
State Registrations1 state
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.