Randall
Harrison
Charter Advisory Corporation
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About this Advisor
Randall Harrison is a financial advisor working out of Indianapolis, Indiana, with a total of 14 years of relevant experience. Harrison currently works for Charter Advisory Corporation. Their career trajectory has included roles at Lpl Financial, LLC and Charter Advisory Corporation. Harrison maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Charter Advisory Corporation is a financial advisory company that has its headquarters in Indianapolis, IN. The investment advisory business has offices in nine locations and a total of 15 employees. It controls $200 million in assets under management between its 907 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 907 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. Fee types charged by Charter Advisory Corporation likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charter Advisory Corporation Brokerage Details
$199,548,507
15
907
$220,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Randall Harrison Work History
Randall has been registered as a financial advisor for 14 years.*
Charter Advisory Corporation
Lpl Financial, 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 Randall Harrison 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 Charter Advisory Corporation
South Lyon, MI
Indianapolis, IN
Fishers, IN
Indianapolis, IN
Cincinnati, OH
Greenfield, IN
Loveland, OH
Indianapolis, IN
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