Gregory Giller Randall

Lincoln Investment

34 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Lincoln Investment

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

982 advisors

Number of Clients

137,534 clients

Average Client Portfolio

$137K average

Assets Under Management

$18.9B

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

25825 Science Park Drive, Suite 110, Cleveland, OH, 44122

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History

Regulatory History (1)

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Customer Dispute

June 2017

Denied

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Other 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

Lincoln InvestmentBroker

June 2012 - Present · 13 yrs 8 mos

Previous Registrations

Lincoln Investment Planning, INC

June 2012 - March 2015 · 2 yrs 9 mos

Capital Analysts Incorporated

April 2010 - June 2012 · 2 yrs 2 mos

Capital Analysts, IncorporatedBroker

April 2010 - June 2012 · 2 yrs 2 mos

Sanders Morris Harris INC.

December 2006 - May 2010 · 3 yrs 5 mos

Sanders Morris Harris INC.Broker

December 2006 - May 2010 · 3 yrs 5 mos

Lincoln Financial Advisors Corporation

January 2000 - December 2006 · 6 yrs 11 mos

Lincoln Financial Advisors CorporationBroker

June 1991 - December 2006 · 15 yrs 6 mos

The Lincoln National Life Insurance CompanyBroker

June 1991 - June 2006 · 15 yrs

State Registrations5 states

FLGAMIOHVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.