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LR

Lafayette Randle

FORTUNE FINANCIAL SERVICES
Red Oak, TX
Some features on this profile are disabled
CRD#: 4535430
LR

Professional summary

Lafayette Randle is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Red Oak, Texas.

Lafayette is registered as a RR (Registered Representative) and started their career in finance in 2002. Lafayette has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lafayette Randle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 4, 2019 - Present

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Red Oak, TX
Past

March 28, 2013 - September 6, 2019

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
RED OAK, TX
Past

January 11, 2006 - April 5, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
DALLAS, TX
Past

October 9, 2003 - December 15, 2005

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
DALLAS, TX
Past

October 9, 2003 - December 15, 2005

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
SAN ANTONIO, TX
Past

July 29, 2002 - October 15, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN ANTONIO, TX
Past

July 11, 2002 - October 15, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 11, 2002 - October 15, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(5/6/2020)
RR
South Carolina
(1/7/2020)
RR
Texas
(9/4/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
3582 Brodhead Road Suite 202, Monaca, PA 15061
Mailing Address
P.o. Box 238, Monaca, PA 15061
Phone number
(724) 846-2488
Established
Pennsylvania since 10/21/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DANIELS, BLAKE WILLIAMCHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO1285106
DANIELS, BRIAN LEEOWNER1213561
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150Red Oak, TX

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