Karl 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

• 08/2016 → 08/2017
  Oracle
  Austin, TX
• 09/2017 → 06/2018
  Td Ameritrade Institutional
  San Diego, CA
• 08/2018 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2018 → Present
  Beacon Financial Partners
  Cleveland, OH
• 02/2020 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH

Other Businesses

Registered Representative Karl J. Randall is a registered representative of Lincoln Investment, a registered broker-dealer. Your advisor may offer the broker-dealer services of Lincoln Investment in addition to advisory services when making financial recommendations to you. If you purchase commissionable products through your advisor, your advisor will receive a commission, and in the case of mutual funds, possibly a 12b-1 fee. You are under no obligation to purchase commissionable securities products through Karl J. Randall. Independent Insurance Agent Karl J. Randall is licensed through Lincoln Investment or an independent agent to solicit, offer and sell insurance products. Your advisor may be appointed with various insurance companies. Karl J. Randall may receive separate, yet customary commission and other financial incentive compensation resulting from the purchases and sales of insurance products. You are under no obligation to purchase insurance products through Karl J. Randall. Investment Adviser Representative Karl J. Randall is dually registered and is registered as an investment adviser representative with Capital Analysts, LLC BEACON FINANCIAL ADVISORY LLC POSITION: IAR NATURE: Investment Advisory (IA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2019 ADDRESS: 25825 Science Park Drive, Suite 110, Cleveland OH 44122, United States DESCRIPTION: I am an IAR with Beacon Financial Advisory LLC. I am responsible for finding new clients, servicing existing clients, and managing/building a book of business as an IAR at Beacon. BEACON FINANCIAL PARTNERS LLC POSITION: Financial Professional, Employee NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2018 ADDRESS: 25825 Science Park Drive, Suite 110, Cleveland OH 44122, United States DESCRIPTION: I am a financial professional at Beacon Financial Partners. I get paid a W2 salary (employee status) at Beacon. I work with clients directly and am paid a salary for servicing existing clients. I also handle the firm's fee billing and help with strategic decisions. Randall Advisory LLC Position: Owner, Sole Member Nature: Tax/Accounting Purposes Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 1/1/2026 Address: 25825 Science Park Drive Suite 110 Cleveland, Ohio 44122 Description: Journal Lincoln compensation for tax/accounting purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-24
• S63 Uniform Securities Agent State Law Examination
  2017-10-17

Other Names

• Karl Jacob Randall