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Randall Jay Yeomans

42 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
608 clients
Average Client Portfolio
$620K average
Assets Under Management
$377.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

61 Atlanta Street Se, Marietta, GA, 30060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall is involved in several business activities, including insurance sales (life and health), financial and estate planning through Yeomans Consulting Group, Inc., and teaching adult education classes. He also holds real estate properties and is developing a coaching curriculum for personal development.

Employment History
Current Registrations
Your Retirement Coach
June 2003 - Present · 22 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.Broker
October 2005 - October 2022 · 17 yrs
Sunamerica Securities, INC.Broker
April 1995 - October 2005 · 10 yrs 6 mos
Ifg Network Securities, INC.Broker
January 1993 - April 1995 · 2 yrs 3 mos
Planned Investments INC.Broker
September 1991 - December 1992 · 1 yr 3 mos
First American National Securities, INC.Broker
October 1983 - September 1991 · 7 yrs 11 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Randall Jay Yeomans - Financial Advisor | TrueAdvisor