Independent Financial Group
30yrs
Top 15% by experience in Loomis
33yrs
Based in Loomis, California, Randolph Elder is a fiduciary financial advisor with 33 years of industry experience. Randolph has been with Randolph Elder, CFP since 2025; before that, Randolph spent a year at First Montauk Securities. Randolph holds the CFP® designation.
One of 13 advisors with offices in Loomis, and one of 12 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience in Loomis
Office6215 South Walnut Street Suite. F, Loomis, CA 95650
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$598,707
States licensed ?1 state
Services through Randolph Elder, CFP
Financial planningInvestment management for individuals and small businesses
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
- Jan 2025 – nowRandolph Elder, CFPCurrent firm
- Nov 2002 – Dec 2003First Montauk Securities Corp.Previously
Contact Randolph
(916) 652-8555Randolph Elder, CFP main office 6215 South Walnut Street Suite. FLoomis, CA 95650Office · Get directions Firm websiteHTTP://WWW.ELDERFINANCIAL.BIZ
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Questions to ask Randolph
Tailored to Randolph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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 Randolph
How do I contact Randolph?
Call Randolph Elder, CFP at (916) 652-8555 and ask for Randolph Elder. Randolph works from the Loomis, CA office.
How long has Randolph been a financial advisor?
Randolph has been in the industry since 1993, about 33 years. Top advisor by experience in Loomis.
What licenses does Randolph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Randolph a fiduciary?
Randolph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Randolph paid?
Randolph Elder, CFP reports being paid by a percentage of the assets they manage, hourly fees. Ask Randolph 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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