Charles
Randall
Spc
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About this Advisor
Charles Randall is a certified financial planner based in Fruitland Park, Florida who has 5 years of industry experience. Randall is an advisor for Spc. Their career trajectory has included roles at Axa Advisors, LLC, Cetera Advisors, S.E.E.D. Planning Group, LLC, Investment Advisors Corp, Spc, Sigma Financial Corporation, Retired, Seed Planning Group LLC and Broker Dealer Financial Services Corp. Randall holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida and New York. Spc is a registered investment company that has its headquarters in Ann Arbor, MI. It has offices in 426 locations and a total of 610 employees. It oversees $6 billion in assets among its 34,594 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 34,594 accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. Spc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Spc likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Randall Work History
Charles has been registered as a financial advisor for 5 years.*
Spc
Sigma Financial Corporation
Investment Advisors Corp
Broker Dealer Financial Services Corp
Retired
Cetera Advisors
S.E.E.D. Planning Group, LLC
Seed Planning Group LLC
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Randall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Ann Arbor, MI
Fort Wayne, IN
Colorado Springs, CO
Ann Arbor, MI
Ann Arbor, MI
Fort Lauderdale, FL
Mansfield, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
