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Randal Craig Dame

Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

39 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Wealthfirst Financial Advisors, LLCSep 2020 to Jul 2021
  3. Okc Wealth Advisors, LLCSep 2020 to Sep 2020
  4. Rcd Systems, LLCAug 2020 to Jul 2021
  5. Rcd Holdings, IncJun 2015 to Aug 2020
  6. Francis Tuttle Technology CenterSep 2002 to Jul 2021
  7. Bcd Enterprises, Inc.Jan 2001 to Jan 2021
  8. Randal Dame-notaryJun 2000 to Jul 2021
  9. Various Insurance Carriers for W & R Insurance AgenciesMay 1987 to Jul 2021
  10. Waddell & Reed, Inc.Mar 1987 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1652129
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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