Brian Eric Randolph
Investment adviser representative at Br Wealth Management
15 yearsExperience
2 statesRegistered in
$328.8MFirm assets
6 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Br Wealth ManagementAug 2020 to now
- Private Client ServicesJul 2020 to now
- Wells Fargo Advisors Financial Network LLCAug 2011 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Br Wealth Management
Legal name: Beto Financial Group, LLC
$328.8MAssets managed
348Clients
5Advisers
6 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
- 4817385
- Firm CRD
- 307546