Randall
West

Schwab Private Client Investment Advisory, Inc

CRD#1263988
Investment Advisor
in Orlando, FL
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About this Advisor

Randall West is a certified financial planner who lives in Orlando, Florida. Currently a registered financial advisor at Schwab Private Client Investment Advisory, Inc, they have accumulated 11 years of professional experience. West maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. West is registered to operate in Florida. Over the course of their career, West has held roles at The O.N. Equity Sales Company, Raymond James Financial Services, Inc, Ing Financial Partners, Inc, Ohio National Financial Services, Retirement Wealth Advisors, Inc, Talon Wealth Managment, Charles Schwab & Co., Inc, Epic Financial and Schwab Private Client Investment Advisory, Inc. Schwab Private Client Investment Advisory, Inc is based out of Orlando, Florida, and has 10 locations in the country. In aggregate, Schwab Private Client Investment Advisory, Inc manages $90 billion in assets dispersed across 108,791 client accounts and employs more than 598 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. Currently 66% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Schwab Private Client Investment Advisory, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

Yes

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Randall West Work History

Randall has 11 years of experience.

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Schwab Private Client Investment Advisory, Inc

2014 - 2015 (1 years)

Retirement Wealth Advisors, Inc

2013 - 2015 (2 years)

Talon Wealth Managment

2013 - 2015 (2 years)

Epic Financial

2011 - 2014 (3 years)

The O.N. Equity Sales Company

2011 - 2014 (3 years)

Ohio National Financial Services

2010 - 2011 (1 years)

Ing Financial Partners, Inc

2007 - 2010 (3 years)

Raymond James Financial Services, Inc

Disclosures

Randall West has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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