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Karl Randall

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Karl is a registered representative of Lincoln Investment and an independent insurance agent, potentially receiving commissions from both securities and insurance product sales. He is also an IAR with Beacon Financial Advisory LLC and a financial professional at Beacon Financial Partners LLC, dedicating full-time hours to these roles.

Employment History
Current Registrations
Lincoln Investment
October 2024 - Present · 1 yr 4 mos
Beacon Financial Advisory LLC
March 2020 - Present · 5 yrs 11 mos
Capital Analysts
February 2019 - Present · 7 yrs
Lincoln InvestmentBroker
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Lincoln Investment
February 2019 - February 2020 · 1 yr
TD Ameritrade, INC.Broker
October 2017 - May 2018 · 7 mos
State Registrations3 states
CANYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Karl Randall - Financial Advisor | TrueAdvisor