Randall Beardsley
Randall Beardsley is a registered investment advisor at Xcel Wealth Management, LLC, based in Holly Hill, FL, with 32 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 334 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
101 2nd Street, Suite 402, Holly Hill, FL, 32117
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Randall has been an independent insurance agent since 2017, selling various insurance products. He spends a few hours per week servicing the needs of insurance clients.
Employment History
Current Registrations
Xcel Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
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.