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Randy Lynn Behymer

Advisor at OSAIC — Carrollton, KY

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Carrollton, KY 41008

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,556 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Randy Behymer is a financial advisor with OSAIC and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, Behymer is involved in wedding photography and publishes an RV travel magazine. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Carrollton, KY

509 Highland Avenue

Carrollton KY 41008

Advisors at this office

1

Most active in

Florida · Kentucky · Michigan · Ohio · Texas · Wisconsin

Work history

27 years of industry experience

OSAIC

2024 - Present • 2 years

Louisville, KY

Securities America Advisors, Inc.

2009 - Present • 17 years

Sparta, KY

SECURITIES AMERICA, inc.

2008 - Present • 18 years

Sparta, KY

Brecek & Young Advisors, Inc.

2002 - 2009 • 7 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chad L

CFP®, Series 66

Madison, IN

Edward Jones

Chad Lewis is a CFP®-credentialed financial advisor with Edward Jones in Madison, IN, with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ivy Tech Community College and held various roles with the State of Indiana. Outside of his advisory role, he serves on the Board of Directors for LifeSpring Health Systems and on the Board of Trustees for Ivy Tech Community College, and coaches middle school basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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William E

Series 66

Madison, IN

LPL Financial

William Eccles is a financial advisor with LPL Financial in Madison, Indiana, holding a Series 66 license and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is president of BE Dream Homes, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua M

Series 63, Series 65

Madison, IN

LPL Financial

Joshua Mahoney is a financial advisor with LPL Financial in Madison, IN, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He previously worked at Investment Centers of America before joining LPL Financial in 2017. Outside of his advisory role, he raises show pigs for local 4-H participants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by operational tools including machine learning.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

James L

Series 66

Madison, IN

Robert Baird & Co.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

William H

Series 66

Madison, IN

LPL Financial

William Hensler is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2021, he worked at AgilQuest Corporation and Batesville Casket Co. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by various research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Nicholas S

CFP®, Series 66

Madison, IN

Edward Jones

Nicholas Schafer is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in community activities, including organizing food vendors and assisting with budgeting and investment selection for the annual Chautauqua Festival in Madison, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages over $1 trillion in assets with a large network of advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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