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FR

Francis R. Randolph

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CRD#: 844357
FR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francis Roderick Randolph, who also goes by Rod Randolph, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1977. Francis had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rod Randolph

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 15, 1997 - September 9, 1997

CAPTRUST SECURITIES CORPORATION

BD
CRD#: 35719
GREENVILLE, SC
Past

July 25, 1996 - December 10, 1996

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

August 8, 1994 - April 8, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

November 19, 1993 - March 2, 1994

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

June 19, 1992 - August 30, 1993

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

January 25, 1991 - June 16, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 17, 1987 - December 24, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 25, 1982 - March 4, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

August 13, 1979 - July 9, 1982

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 26, 1978 - May 23, 1979

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

October 26, 1977 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/18/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CAPTRUST SECURITIES CORPORATION
CAPTRUST SECURITIES CORPORATION | INVESTMENT OPPORTUNITY CORPORATION

CRD#: 35719 / SEC#: , 8-46859

BD
Cancelled by SEC on 05/20/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 10/11/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


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


CAPTRUST SECURITIES CORPORATION

CRD#: 35719

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