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Randal Roe Sadler

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

7621 E. Kemper Rd., Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Randal is an independent insurance agent selling and servicing P&C, health, and life insurance, and also owns a tax services and accounting business, spending nearly full-time on the latter. Additionally, Randal is involved in various other businesses including software development, landscaping, real estate, a golfing facility, UV device manufacturing, and serves on a college endowment fund board.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
January 2010 - Present · 16 yrs 1 mo
Coordinated Capital Securities, INC.Broker
July 1990 - Present · 35 yrs 7 mos
Previous Registrations
First American National Securities, INC.Broker
February 1987 - July 1990 · 3 yrs 5 mos
State Registrations14 states
CACOFLGAINKYMDMINCNMNYOHTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.