Eric
Randolph
Steigerwald, Gordon & Koch - Wealth Advisors
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About this Advisor
Eric Randolph is a certified financial planner who works in Leesburg, Virginia with 1 year of industry experience. Randolph works at Steigerwald, Gordon & Koch - Wealth Advisors. Over the course of their career, Randolph has held roles at Hopwood Financial Services, Inc and Steigerwald, Gordon & Koch - Wealth Advisors. Randolph holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Maryland, Texas and Virginia. Steigerwald, Gordon & Koch - Wealth Advisors is an advisory company that has its headquarters in Leesburg, VA. The firm has offices in three locations and a total of 14 financial advisors. It controls $916 million in assets under management between its 628 accounts, placing it among the larger firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 628 client accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees billed by Steigerwald, Gordon & Koch - Wealth Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steigerwald, Gordon & Koch - Wealth Advisors Brokerage Details
$915,845,852
14
628
$1,458,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Randolph Work History
Eric has been registered as a financial advisor for 1 years.*
Steigerwald, Gordon & Koch - Wealth Advisors
Hopwood Financial Services, 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 Eric Randolph 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 Steigerwald, Gordon & Koch - Wealth Advisors
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
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.
