James
Randall
Capital Advisors, Inc
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About this Advisor
James Randall is a financial advisor based in Frisco, Texas, working with Capital Advisors, Inc. James has previously held positions at Edward Jones, The Library, Hopdoddy, Northwestern Mutual, Texas Tech University, and Capital Advisors, Inc. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, James is part of Capital Advisors, Inc, which operates out of Frisco, Texas. The firm has 10 offices and 59 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Capital Advisors, Inc Brokerage Details
$5,501,719,930
59
6,518
$844,081
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
Capital Advisors, Inc
Northwestern Mutual
Edward Jones
The Library
Texas Tech University
Hopdoddy
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
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Frisco, TX
Tulsa, OK
Frisco, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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