TrueAdvisor
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JR
CFP
JR
CFP

Joseph Randazzo

Lincoln Investment
34 Years of Experience
Twinsburg, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Randazzo is a CFP-designated registered investment advisor at Lincoln Investment, based in Twinsburg, OH, with 34 years of industry experience. Joseph 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

2214 Enterprise Parkway East, Twinsburg, OH, 44087

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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

Joseph is an attorney, involved in fundraising for the American Cancer Society, and owner of Buckeye Deferred Comp, LLC. He also owns FNA Wealth Management, selling insurance products, and is an Investment Adviser Representative of Beacon Financial Advisory, LLC, spending nearly full-time on these activities.

Employment History
Current Registrations
Lincoln Investment
August 2016 - Present · 10 yrs 2 mos
Beacon Financial Advisory LLC
August 2016 - Present · 10 yrs 2 mos
Lincoln InvestmentBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
January 2015 - August 2016 · 1 yr 7 mos
Sterne Agee Financial Services, INC.Broker
September 2014 - August 2016 · 1 yr 11 mos
Sterne Agee Investment Advisor Services, INC.
January 2005 - January 2015 · 10 yrs
Wrp Investments, INC.Broker
January 2005 - September 2014 · 9 yrs 8 mos
Jefferson Pilot Securities CORP
January 2005 - January 2005 · 0 mos
Jefferson Pilot Securities CorporationBroker
January 2005 - January 2005 · 0 mos
Wrp Investments, INC.
February 2002 - December 2004 · 2 yrs 10 mos
Wrp Investments, INC.Broker
February 1993 - December 2004 · 11 yrs 10 mos
W. S. Griffith & CO., INC.Broker
June 1992 - December 1992 · 6 mos
State Registrations25 states
AKALAZCACOCTDCFLHIILINKYMDNCNJNVNYOHPARISCTNTXVAWV
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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