Randy Scott Schneider
Investment adviser representative at LPL Financial LLC
21 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
21 years in the industry.
- LPL Financial LLCJan 2025 to now
- Mrjl Financial, LLCMay 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Creekside Financial Advisors LLCOct 2011 to May 2022
- Securities America Advisors, IncJan 2006 to Jun 2024
- Securities America, Inc.Jan 2006 to Jun 2024
- Ash BrokerageDec 2005 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 2436259
- Firm CRD
- 6413