Randall Todd Waldrip
Professional Summary
Randall Todd Waldrip, who also goes by Randy Waldrip, is a registered financial advisor currently at CREST PRIVATE WEALTH, LLC located in Memphis, Tennessee and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania. Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Randall has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Randy Waldrip
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
CREST PRIVATE WEALTH, LLC
Contact Information
Main Address
1790 Kirby Parkway Suite 201, Memphis, TN 38138Phone Number
(901) 606-8335# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$10,768,267Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/9/2026)
(7/9/2026)
(7/9/2026)
(1/24/2024)
(7/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2006About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Randall Todd Waldrip's CRS (Customer Relationship Summary).
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