Randall
Karl

Axxcess Wealth Management, LLC

CRD#5132487
Investment Advisor
in Carlsbad, CA
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About this Advisor

Randall Karl is a financial advisor who works out of Carlsbad, California, who has been in the financial industry for 11 years. Karl is an employee of Axxcess Wealth Management, LLC. Over the course of their career, Karl has held roles at Topline Capital, Lucia Securities, LLC, Rjl Wealth Management, LLC, Spotlight Sports Magazine, Arete Wealth Management, LLC, Platinum Wealth Partners, Comprehensive Asset Management & Servicing, Inc, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC and Axxcess Wealth Management, LLC. Karl holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Nevada. Axxcess Wealth Management, LLC is a registered investment firm that has its headquarters in Carlsbad, California. It has offices in four locations and a total of 10 people on staff. It oversees $516 million in assets under management across its 647 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 647 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in assets. Axxcess Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Axxcess Wealth Management, LLC likely include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

6005 Hidden Valley Road Suite 290
Carlsbad, CA 92011

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$777,740,589

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,754

CA Average: 3,727
Average Account Size

$443,410

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Randall Karl Work History

Randall has 11 years of experience.

2018 - Present (1 year)

Arete Wealth Management, LLC

2018 - Present (1 year)

Axxcess Wealth Management, LLC

2017 - 2018 (1 year)

Tcfg Investment Advisors, LLC

2016 - 2018 (2 years)

Tcfg Wealth Management, LLC

2015 - 2017 (2 years)

Platinum Wealth Partners

2015 - 2016 (1 year)

Comprehensive Asset Management & Servicing, Inc

2011 - 2015 (4 years)

Lucia Securities, LLC

2011 - 2015 (4 years)

Rjl Wealth Management, LLC

2009 - 2011 (2 years)

Spotlight Sports Magazine

2007 - 2009 (2 years)

Topline Capital

Disclosures

Randall Karl has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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