Randi
Bildeaux

Lpl Financial LLC

CRD#6681353
Investment Advisor
in Southlake, TX

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About this Advisor

Randi Bildeaux is a financial advisor based in Southlake, Texas, working with Lpl Financial LLC. Randi has previously held positions at Cetera Advisor Networks, Imation Corp, David Engelking LTD, Bloomfield Investment Group, First Allied Securities Inc, First Allied Advisory Services Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors, and Lpl Financial. Randi has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Randi is part of Lpl Financial LLC, which operates out of Southlake, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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 institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

300 Morrison Park Dr, Ste 110
Southlake, TX 76092

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

TX Average: $646,059,043
Total Number of Employees

35,841

TX Average: 13
Total Number of Accounts

1,910,545

TX Average: 661
Average Account Size

$242,588

TX Average: $977,396

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
  • Educational seminars/workshops
  • Other

Randi Bildeaux Work History

2023 - Present (1 year)

Lpl Financial

2022 - 2023 (1 year)

Cetera Advisors

2021 - 2023 (2 years)

Sageview Advisory Group, LLC

2020 - 2022 (2 years)

First Allied Advisory Services

2017 - 2017 (< 1 year)

David Engelking LTD

2017 - 2021 (4 years)

Bloomfield Investment Group

2017 - 2022 (5 years)

First Allied Securities Inc

2017 - 2020 (3 years)

First Allied Advisory Services Inc

2016 - 2016 (< 1 year)

Cetera Advisor Networks

2016 - 2017 (1 year)

Cetera Advisor Networks

1996 - 2015 (19 years)

Imation Corp

Disclosures

Please visit the SEC profile of Randi Bildeaux 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Dominic Poshedley
Strongsville, OH
Frederick Martens
Novato, CA
John Senchak
Hyde Park, NY
Kedishia Grant
Fort Mill, SC
Christopher Claude
Altamonte Springs, FL
Alexander Brown
San Diego, CA
Kyle Hurt
San Diego, CA

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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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.

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