RS
CFP

Randall Nolen Smith

51 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
191 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$221.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee

Fees for investment advisory services are negotiated on a client-by-client basis and agreed to in writing. Financial planning is billed at a fixed rate, with estimates provided and a deposit requested. Custodians may charge transaction fees. Mutual funds and ETFs also charge management fees included in their expense ratios.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net WorthRetirement Planning
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Advisor Information

Office location

2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1996
Settled
Regulatory
June 1979
Final
Regulatory
June 1978
Final
Other Business Activities

Randall is the Chairman and CEO of Insite Media LLC, an outdoor advertising company, dedicating nearly full-time hours to this role. He is also the CEO of Insite Street Media, LLC, another outdoor advertising company, and a director at Menache, LLC, a wireless technology company, though he spends no time on the latter. Randall is also a board member of the John Wayne Cancer Institute.

Employment History
Current Registrations
Westbourne Investments, INC.
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Sandlapper Wealth Management, LLC
December 2014 - December 2020 · 6 yrs
Sandlapper Wealth Management, LLC
June 2013 - December 2014 · 1 yr 6 mos
Sandlapper Securities, LLCBroker
September 2011 - November 2019 · 8 yrs 2 mos
Capwest Securities, INC.Broker
February 2011 - August 2011 · 6 mos
Ita Financial Services INC.Broker
May 2003 - February 2011 · 7 yrs 9 mos
Voss & Co., INC.Broker
October 1995 - February 2003 · 7 yrs 4 mos
Ifg Network Securities, INC.Broker
March 1995 - October 1995 · 7 mos
Voss & Co., INC.Broker
November 1994 - February 1995 · 3 mos
Ifg Network Securities, INC.Broker
May 1992 - October 1994 · 2 yrs 5 mos
Derand/pennington/bass, INC.Broker
February 1974 - July 1992 · 18 yrs 5 mos
Magnus Securities CorporationBroker
July 1970 - April 1971 · 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Randall Nolen Smith - Financial Advisor | AdvisorDiscover