Randall
White
Tricapital Wealth Management, Inc
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About this Advisor
Randall White is a financial advisor based in Charlotte, North Carolina, working with Tricapital Wealth Management, Inc. Randall has previously held positions at Tricapital Wealth Management, Inc, Cetera Advisor Networks LLC, and Triad Advisors, Inc. Randall has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Randall is part of Tricapital Wealth Management, Inc, which operates out of Charlotte, North Carolina. The firm has 3 employees and manages assets totaling $103.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tricapital Wealth Management, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tricapital Wealth Management, Inc Brokerage Details
$103,924,599
3
197
$527,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Randall White Work History
Triad Advisors, Inc
Tricapital Wealth Management, Inc
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Randall White 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 Tricapital Wealth Management, Inc
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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