Advisor at Crest Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crest Private Wealth, LLC
Location
Memphis, TN 38138
Credentials
Series 63, Series 65
Industry experience
18 years
Randall Waldrip is a financial advisor with Crest Private Wealth, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at firms including LPL Financial LLC, Coastal Investment Advisors, and Principal Securities, INC. Outside of his advisory role, he is involved with Integrated Senior Marketing, LLC, an insurance agency. Crest Private Wealth, LLC provides portfolio management and financial planning services primarily for individual clients and retirement plan participants. The firm offers access to various LPL Financial-sponsored programs and employs diverse investment strategies ranging from long-term investing to options trading.
Based on Crest Private Wealth, LLC
Fixed fees for financial planning between $1,000 and $40,000
$25,000+: 2.00% annually
Commission from sale of insurance and securities products by representatives
Hourly fees for financial planning between $500 and $600
Account minimum: $25,000 Fee-only: Fixed fees between $1,000 and $40,000; Hourly fees between $500 and $600
1790 Kirby Parkway, Suite 201
Memphis, TN 38138
Tennessee
LPL Financial
2024 - Present (2 years)
Crest Private Wealth, LLC
2023 - Present (3 years)
Coastal Investment Advisors
2021 - 2024 (3 years)
Coastal Equities
2019 - 2024 (5 years)
Integrated Senior Marketing, LLC
2018 - Present (8 years)
Aaron Capital Inc.
2017 - 2018 (1 year)
MyBusinessWerks, LLC
2016 - 2018 (2 years)
Principal Financial Services
2014 - 2016 (2 years)
Principal Life insurance Company
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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