James
Randall
Capital Advisors, Inc
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About this Advisor
James Randall is a financial advisor working in Frisco, Texas who has 1 year of relevant experience. Randall is on the advisory team at Capital Advisors, Inc. During their career, the advisor has held roles at Edward Jones, The Library, Hopdoddy, Hula Hut, Northwestern Mutual, Texas Tech University and Capital Advisors, Inc. Randall maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Oklahoma and Texas. Capital Advisors, Inc is an advisory firm headquartered in Tulsa, OK. The investment advisory business has offices in 10 locations and a total of 59 advisors. It manages $4 billion in assets between its 2,625 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 2,625 accounts, 43% are associated with high-net-worth individuals who have more than $1 million in investable assets. Capital Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by Capital Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
James Randall Work History
James has been registered as a financial advisor for 1 years.*
Capital Advisors, Inc
Northwestern Mutual
Edward Jones
The Library
Texas Tech University
Hopdoddy
Hula Hut
*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 James 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 Capital Advisors, Inc
Tulsa, OK
Frisco, TX
Frisco, TX
Tulsa, OK
Frisco, TX
Tulsa, OK
Henderson, NV
Tulsa, OK
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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