Randall
Waldrip
Coastal Investment Advisors
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About this Advisor
Randall Waldrip is a financial advisor working out of Germantown, Tennessee with a total of 2 years of relevant experience. Waldrip is an employee of Coastal Investment Advisors. Throughout their career, Waldrip has worked at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Coastal Investment Advisors, Inc, Not Registered, Unafilliated, Mybusinesswerks, LLC, Aaron Capital Inc and Coastal Equities, Inc. Waldrip holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Tennessee. Coastal Investment Advisors is a firm based in Wilmington, DE. The investment advisory business has offices in 57 locations and a total of 77 financial advisors. It oversees $781 million in assets under management across its 3,760 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to three charities and foundations. Of its 3,760 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically are based on the type of services offered. However, fees billed by Coastal Investment Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
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
- Publication of periodicals or newsletters
Randall Waldrip Work History
Randall has been registered as a financial advisor for 2 years.*
Coastal Investment Advisors, Inc
Coastal Equities, Inc
Not Registered
Aaron Capital Inc
Unafilliated
Mybusinesswerks, LLC
Principal Life Insurance Company
Princor Financial Services Corporation
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha
*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 Waldrip to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Wilmington, DE
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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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