Mariner
46yrs
Top advisor by experience at Mariner
16yrs
Randall Patrick
Full name on record: Randall Michael Patrick
Financial advisor at Planmember Securities
Based in Ventura, California, Randall Patrick is a fiduciary financial advisor with 16 years of industry experience. Randall joined Planmember Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Randall holds the CFP® designation.
One of 88 advisors with offices in Ventura, and one of 78 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 51% of advisors nationwide
Office1583 Spinnaker Drive, Suite 212, Ventura, CA 93001
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state
Services through Planmember Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowPlanmember Securities CorporationCurrent firm
Contact Randall
(805) 684-1199Firm headquarters in Carpinteria, CA. Ask for Randall. 1583 Spinnaker Drive, Suite 212Ventura, CA 93001Office · Get directions X (Twitter) pagePlanmember Securities
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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
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About Randall
How do I contact Randall?
Call Planmember Securities at (805) 684-1199 and ask for Randall Patrick. Randall works from the Ventura, CA office.
How long has Randall been a financial advisor?
Randall has been in the industry since 2010, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Randall hold?
Series 63, Series 65. 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?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Randall for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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