RP
Randall L. Patrick
CETERA INVESTMENT ADVISERS LLC
MCKINNEY, TX
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CRD#: 7691350
RP
Professional summary
Randall Lee Patrick, who also goes by Randall L Patrick, Randall Patrick, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mckinney, Texas.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Randall has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randall L Patrick | Randall Patrick
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.
1) DILIGENT TAX & BOOKKEEPING, LLC POSITION: Member NATURE: There is no activity. This business is inactive. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2013 ADDRESS: 2750 Virginia Pkwy, Suite 101, McKinney TX 75071, United States DESCRIPTION: none, this is an old LLC that I am keeping on the shelf. 2) INSIGHTS IN BUSINESS LLC POSITION: Managing Member NATURE: This is a small bookkeeping, accounting, and consulting business. There is very little activity at this point. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2022 ADDRESS: 2521 Pioneer Drive, Denton TX 76210, United States DESCRIPTION: Business Coaching, Tax Planning, Accounting Consulting - this is the extent of the duties. 3) REDBUD OWNERS ASSOCIATION INC. POSITION: Check Writer NATURE: This activity is a real estate association for the management of common commercial property in McKinney, TX. I have no involvement other than to provide accounting services and sign checks as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2750 Virginia Pkwy, Suite 101, McKinney TX 75071, United States DESCRIPTION: The firm Marshall Warzecha Patrick CPA PLLC provides monthly accounting and bookkeeping services for this entity. To facilitate that Randall Patrick, CPA has check signing authority so that checks can he paid to vendors once approved by the board. 4) FGA ENTERPRISES, LLC POSITION: Controller NATURE: FGA Enterprises LLC is the corporate office for a family owned group of auto shops. These shops provide repair services in several location in the north DFW metroplex. They have been a client for 13 years and are now expanding and need an in house CFO/Controller. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1975 ARCHER WAY, Lewisville TX 75077, United States DESCRIPTION: I will be an employee of this company as an in house controller. Will be tasked with overseeing the accounting, payroll, cash management, tax filings, tax planning, and compliance for the FGA corporate office and the related family businesses. 5) LAKE AREA AMATEUR RADIO KLUB POSITION: TREASURER NATURE: Board member only for a small non-profit amateur radio club located in Denton County Texas. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2521 Pioneer Drive, Denton TX 76210, United States DESCRIPTION: I do have check writing authority since I am the treasurer. I help make decisions for the club, write checks for approved expenses, and report on the finances of the club.
CRS (Client Relationship Summary) - RIA
Click below to view Randall Lee Patrick's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MCKINNEY, TX
Past
February 17, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
McKinney, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/5/2025)
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
