Collin
Randall
Bennett Associates Wealth Management
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About this Advisor
Collin Randall is a certified financial planner and chartered financial analyst operating in Butler, Pennsylvania. Randall is on the advisory team at Bennett Associates Wealth Management. Their career trajectory has included roles at Barclays Capital Inc, Amherst Pierpont Securities LLC, Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Bennett Associates Wealth Management is a company based in Butler, PA. It oversees $111 million in total assets across its 541 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 541 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Bennett Associates Wealth Management most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bennett Associates Wealth Management Brokerage Details
$110,595,383
3
541
$204,428
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Collin Randall Work History
Collin has been registered as a financial advisor for 0 years.*
Bennett Associates Wealth Management
Wells Fargo Advisors Financial Network, LLC
Amherst Pierpont Securities LLC
Barclays Capital Inc
*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 Collin 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 Bennett Associates Wealth Management
Butler, PA
Butler, PA
Butler, PA
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.
