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Karl Randall

Lincoln Investment
8 Years of Experience
Cleveland, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Karl Randall is a registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 8 years of industry experience. Karl 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
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

Karl is a registered representative of Lincoln Investment and an independent insurance agent, potentially receiving commissions from both securities and insurance product sales. He is also an IAR with Beacon Financial Advisory LLC and a financial professional at Beacon Financial Partners LLC, dedicating full-time hours to these roles.

Employment History
Current Registrations
Lincoln Investment
October 2024 - Present · 2 yrs
Beacon Financial Advisory LLC
March 2020 - Present · 6 yrs 7 mos
Capital Analysts
February 2019 - Present · 7 yrs 8 mos
Lincoln InvestmentBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Lincoln Investment
February 2019 - February 2020 · 1 yr
TD Ameritrade, INC.Broker
October 2017 - May 2018 · 7 mos
State Registrations3 states
CANYOH
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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