Randall
Karl
Axxcess Wealth Management, LLC
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About this Advisor
Randall Karl is a financial advisor operating in Carlsbad, California with 1 year of industry experience. Karl is on the advisory team at Axxcess Wealth Management, LLC. Throughout their career, Karl has worked at Rjl Wealth Management, LLC, Platinum Wealth Partners, Comprehensive Asset Management & Servicing, Inc, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, Axxcess Wealth Management, LLC, Arete Wealth Management, LLC, Lucia Securities, LLC and Lucia Capital Group. Karl maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Axxcess Wealth Management, LLC is a registered investment company that has its headquarters in Carlsbad, CA. It has offices in 23 locations and a total of 78 financial advisors. It administers $3 billion in assets among its 9,690 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 9,690 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Axxcess Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Axxcess Wealth Management, LLC can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Randall Karl Work History
Randall has been registered as a financial advisor for 1 years.*
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
Lucia Capital Group
Rjl Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Randall Karl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Lantana, TX
Charleston, WV
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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