Patrick
Randall
Shp Wealth Management, LLC
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About this Advisor
Patrick Randall is a financial advisor working out of Plymouth, Massachusetts, who has 5 years of relevant experience. Randall works at Shp Wealth Management, LLC. During their career, the advisor has held roles at New England Investment & Retirement Group, Purshe Kaplan Sterling Investments, Comprehensive Asset Management & Servicing, Inc, City Point Wealth Management and Shp Wealth Management, LLC. Randall maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in Massachusetts. Shp Wealth Management, LLC is a registered investment company headquartered in Plymouth, MA. The firm has offices in five locations and a total of 42 financial advisors. It oversees $906 million in assets across its 5,079 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 5,079 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Shp Wealth Management, LLC has a broad set 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 and educational seminars. Fees for financial management largely depend on the type of financial services offered. Fee types charged by Shp Wealth Management, LLC may include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$905,687,204
42
5,079
$178,320
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
Patrick Randall Work History
Patrick has been registered as a financial advisor for 5 years.*
Shp Wealth Management, LLC
New England Investment & Retirement Group
New England Investment & Retirement Group
Comprehensive Asset Management & Servicing, Inc
City Point Wealth Management
Purshe Kaplan Sterling Investments
New England Investment & Retirement Group
*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 Patrick 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 Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
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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