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"Wealth Preservation and Financial Security"



Welcome to the David Randall, CFP® Web Site. Please feel free to explore this site to gain a better understanding of how David Randall, CFP® and LPL Financial help clients plan for and work toward thier financial and life goals.

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David’s belief in the meaning of being an “Independent Advisor”

David’s belief in the meaning of being an “Independent Advisor”

I believe in offering access to the finest products and services available without being driven by any considerations other than my clients’ best interests.

With this goal in mind, I decided to affiliate myself with LPL Financial-the #1 independent broker/dealer in the United States*.

Because it is an independent broker/dealer, LPL Financial does not offer any proprietary investment products.  Instead, it offers me access to a wide array of investment products and services.

Due to the fact that I am under no pressure to promote proprietary investment products, I am able to offer my clients objective advice. I am able to recommend an investment strategy tailored to each client’s individual needs.

My clients have the best of both worlds: customized, personal service provided by a boutique firm with access to the resources of the largest independent broker/dealer in the country*.

Please take advantage of the opportunity to gather current quotes and news on individual stocks and funds, and maintain and update your own personal portfolio. Again feel free to explore and please don’t hesitate to contact me with any questions or comments. Thanks for visiting.

* As reported in Financial Planning magazine June 1996-2017, based on total revenue.

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About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Become a Client

Becoming a client with us is easy as it is rewarding.

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