Gregory Randall
Gregory Randall is a registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 34 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Gregory is the CEO and investment advisor for Beacon Financial Advisory LLC, dedicating about a quarter of his time to asset allocation and investment strategies. He also sells life insurance and oversees the operation of Beacon Financial Partners LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.