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 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

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 (2 years)

Axxcess Wealth Management, LLC

2018 - Present (2 years)

Arete 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

Disclosures

Randall Karl has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axxcess Wealth Management, LLC

Thomas Gajdalo
Carlsbad, CA
Adrienne Rivett
Scottsdale, AZ
Richard Moon
Brea, CA
Cory Persson
Carlsbad, CA
Randall Karl
Carlsbad, CA
Robert Binkowski
Carlsbad, CA
Richard Blosser
Carlsbad, CA
Daniel Woods
Irvine, CA

This content was compiled from the SEC and FINRA.

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