Global Retirement Partners
42yrs
Top advisor by experience in South Portland
21yrs
Randall Smith
Financial advisor at Ameriprise Financial Services
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 73% of advisors in South Portland
OfficeSouth Portland, ME
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Sep 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- Jan 2014 – May 2015Cetera Investment Advisers LLCPreviously
- Sep 2013 – Jan 2014Cetera Investment Services LLCPreviously
- Mar 2010 – Nov 2011LPL Financial LLCPreviously
- Nov 2009 – Mar 2010TD Wealth Management Services Inc.Previously
- 2007 – 2009Cetera Investment Services LLCPreviously
- May 2007 – Nov 2007Banc of America Investment Services, Inc.Previously
- Apr 2006 – May 2007UBS Financial Services Inc.Previously
Questions to ask Randall
Tailored to Randall’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Randall
How do I contact Randall?
Call Ameriprise Financial Services at 612-671-3131 and ask for Randall Smith. Randall works from the South Portland, ME office.
How long has Randall been a financial advisor?
Randall has been in the industry since 2006, about 21 years. More experience than 73% of advisors in South Portland.
What licenses does Randall hold?
Series 66. Tap any license on this page to see what it allows.
Is Randall a fiduciary?
Randall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randall paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randall for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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