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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Purshe Kaplan Sterling Investments 5 years, 2 months Jan 2006 - Mar 2011
A & R Tax Services 6 years, 2 months Nov 2005 - Jan 2012
Randall Financial Group, LLC 16 years, 9 months Sep 2002 - Present
Are You
Oliver Randall Tutt?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Oliver Tutt

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Randall Financial Group, LLC

Last updated on May 15, 2019
    • $41.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 255
      Accounts
    • $162.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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