Unclaimed Profile

Randall Joe Cloud

R.J. CLOUD ADVISORS & COMPANY·TULSA, Oklahoma

Series 65Clean record25 years registeredR.J. CLOUD ADVISORS & COMPANY

7804 E. 108TH ST., SUITE D-219, TULSA, OK 74133CRD# 4498341Firm CRD# 289371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randall Joe Cloud · TULSA, OK

Registration

CRD #4498341 · R.J. CLOUD ADVISORS & COMPANY · 25 years registered

Brand Profile

Not yet started

Career History

R.J. CLOUD ADVISORS & COMPANY

Aug 2022 – present

R.J. CLOUD ADVISORS & COMPANY

Sep 2017 – Jul 2022

TULSA, OK

THE LEGACY FINANCIAL GROUP, INC.

May 2005 – Aug 2019

Tulsa, OK

THE FINANCIAL & BUSINESS RESEARCH CORPORATION

Sep 2000 – Dec 2005

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 15, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R.J. CLOUD ADVISORS & COMPANY

CRD 289371 · SEC 801-126159

AUM

$111M

Regulatory assets under management

Employees

419 client accounts

Services offered by R.J. CLOUD ADVISORS & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at R.J. CLOUD ADVISORS & COMPANY →

Introduction

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Frequently Asked Questions

What services does Randall Joe Cloud offer?

Randall Joe Cloud specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.

What are Randall Joe Cloud's credentials?

Randall Joe Cloud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Joe Cloud located?

Randall Joe Cloud is based in TULSA, Oklahoma, working with R.J. CLOUD ADVISORS & COMPANY. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Randall Joe Cloud charge for services?

Randall Joe Cloud's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R.J. CLOUD ADVISORS & COMPANY?

R.J. CLOUD ADVISORS & COMPANY has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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