Gregory Giller Randall

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 12/2014 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH
• 06/2012 → Present
  Lincoln Investment Planning Inc.
  Cleveland, OH
• 12/2006 → Present
  Beacon Financial Partners
  Beachwood, OH

Previous Registrations

• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
  Chagrin Falls, OH
  Cleveland, OH
  North Ridgeville, OH
  Cincinnati, OH
• 2006-12-05 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  N. Rigdeville, OH
  Cleveland, OH
  Lakewood, OH
  Beachwood, OH
• 2000-01-01 → 2006-12-06
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

BEACON FINANCIAL ADVISORY LLC POSITION: Chief Executive Officer & IAR. NATURE: IRIA/Financial advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2015 ADDRESS: 25825 Science Park Drive, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Duties are administrative in nature as CEO. As IAR, I will assist clients with asset allocation and investment strategies. Fee-based management of clients' assets. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 25825 Science Park Beachwood, OH 44122 DESCRIPTION: Selling life insurance to clients BEACON FINANCIAL PARTNERS LLC POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/03/2006 ADDRESS: 25825 Science Park Beachwood, OH 44122 DESCRIPTION: Oversee the operation of Beacon POWER OF JOY POSITION: Board President and member of leadership steering committee NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2023 ADDRESS: PO Box 183, Chesterland OH 44026, United States DESCRIPTION: Administration and organization of events and people. Also administration, organization and assisting in carrying out the direction/vision of the organization.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-18