RBC Capital Markets
47yrs
Top advisor by experience in Greenville
12yrs
Randall Coan
Financial advisor at TD Private Client Wealth
Randall Coan has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Greenville, South Carolina. Randall has been with TD Private Client Wealth since 2025; before that, Randall spent a year at Charles Schwab & CO.. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 58% of advisors at TD Private Client Wealth
Office200 Carolina Point Parkway 4th Floor, Greenville, SC 29607
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Career
- Dec 2025 – nowTD Private Client Wealth LLCCurrent firm
- Oct 2024 – Nov 2025Charles Schwab & CO., Inc.Previously
Contact Randall
(877) 703-9896Firm headquarters in New York, NY. Ask for Randall. 200 Carolina Point Parkway 4th FloorGreenville, SC 29607Office · Get directions
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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 TD Private Client Wealth at (877) 703-9896 and ask for Randall Coan. Randall works from the Greenville, SC office.
How long has Randall been a financial advisor?
Randall has been in the industry since 2015, about 12 years. More experience than 58% of advisors at TD Private Client Wealth.
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?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. 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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