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Gregory Randall

Lincoln Investment
35 Years of Experience
Cleveland, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gregory Randall is a registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 35 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
961 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2017
Denied
View Full SEC ReportHow to Read Disclosures
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
Current Registrations
Lincoln Investment
October 2024 - Present · 2 yrs
Beacon Financial Advisory LLC
April 2015 - Present · 11 yrs 6 mos
Capital Analysts
June 2012 - Present · 14 yrs 4 mos
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 4 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

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.

Exams
No exam information available for this advisor.
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