Karl
Randall
Capital Analysts
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About this Advisor
Karl Randall is a financial advisor who works out of Beachwood, Ohio with 4 years of relevant experience. Randall currently works for Capital Analysts. Over the course of their career, they have held roles at Lake Lucerne Club, Cresco Real Estate, Pentair, Oracle, University Of Michigan Football Department, Td Ameritrade Institutional, University Of Michigan, Lincoln Investment, Beacon Financial Partners and Beacon Financial Advisory LLC. Randall has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Ohio. Capital Analysts is a financial advisory company headquartered in Fort Washington, PA. It has offices in 274 locations and a total of 682 advisors. It handles $6 billion in assets under management across its 19,951 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 19,951 customer accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. Capital Analysts performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Capital Analysts likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$6,286,886,486
682
19,951
$315,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Karl Randall Work History
Karl has been registered as a financial advisor for 4 years.*
Beacon Financial Advisory LLC
Lincoln Investment
Beacon Financial Partners
Td Ameritrade Institutional
Oracle
Pentair
Cresco Real Estate
University Of Michigan Football Department
Lake Lucerne Club
University Of Michigan
*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 Karl Randall 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 Capital Analysts
Feeding Hills, MA
Beachwood, OH
Amherst, MA
Cleveland, OH
Wakefield, MA
Worcester, MA
North Dartmouth, MA
Tucson, AZ
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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