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Randall Taylor

Advisor at Capital Analysts

Updated today

Location

Shippensburg, PA 17257

Credentials

Series 63, Series 65

Industry experience

18 years

About

Randall Taylor is a financial advisor with Lincoln Investment in Shippensburg, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in several community activities, including board membership for the Rotary Club of Shippensburg Foundation and volunteering as an election worker and Meals on Wheels driver. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%

Other

Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.

Location

402 Richwalter Avenue

Shippensburg, PA 17257

Most active in

Pennsylvania

Work history

Lincoln Investment

2017 - Present (9 years)

Legend Advisory Corporation

2014 - 2019 (5 years)

Legend Equities Corporation

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Noah E

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Kristin R

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Christopher J

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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William L

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Brittany B

Series 66

Chambersburg, PA

First Heartland Consultants, Inc.

Brittany Brannon is a financial advisor at First Heartland Consultants, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Equitable Advisors LLC. Outside of her advisory role, she has experience as an administrative employee at Erickson Financial. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and asset management services, utilizing model-based strategies and delivering advice through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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