Randall Fidler (CRD# 2961957) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Spanish Fort, AL and has over 26 years of experience in the finance industry. Randall Fidler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Spanish Fort, AL | Jul 2018 - Current | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2018 | 3 |
| Morgan Stanley Smith Barney | Fairhope, AL | Jun 2009 - Jul 2018 | 9 |
| Morgan Stanley & Company, Incorporated | Fairhope, AL | Apr 2007 - Jul 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- AL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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