Axxcess Wealth Management, LLC
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About this Advisor
Randall Karl is a financial advisor who works in Carlsbad, California. Currently a registered investment advisor with Axxcess Wealth Management, LLC, they have accrued 10 years of professional experience as a financial advisor. Karl has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Karl is able to work with investors based out of California and Nevada. Over the course of their career, Karl has held roles at Lucia Securities, LLC, Rjl Wealth Management, LLC, Spotlight Sports Magazine, Platinum Wealth Partners, Comprehensive Asset Management & Servicing, Inc, Tcfg Investment Advisors, LLC, Axxcess Wealth Management, LLC, Arete Wealth Management, LLC and Tcfg Wealth Management, LLC. Axxcess Wealth Management, LLC is based out of Carlsbad, California, and has four other offices throughout the country. As a registered investment advisory firm, Axxcess Wealth Management, LLC manages $778 million in assets throughout 1,754 client accounts and retains 15 staff members. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the nation. The firm manages 1,647 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 20% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Axxcess Wealth Management, LLC can provide 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. The firm's fees may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Axxcess Wealth Management, LLC Brokerage Details
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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.
Axxcess Wealth Management, LLC
Arete Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLC
Platinum Wealth Partners
Comprehensive Asset Management & Servicing, Inc
Lucia Securities, LLC
Rjl Wealth Management, LLC
Spotlight Sports Magazine
Randall Karl has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Axxcess Wealth Management, LLC