Gregory Randall has been Chief Executive Officer / Managing Member of Beacon Financial Advisory since December 2014, is a control person of the firm and directly owns 75% or more of it.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Gregory Randall is Managing Partner and Financial Advisor of Beacon Financial Partners. He began his career in financial services in 1991 and co-founded the firm in 2006. As Managing Partner he focuses on the firm's growth and the development of its advisors, and as a Financial Advisor he advises clients on retirement, investment and risk management.
Gregory Randall’s longest registration is the current one, 14 years at Capital Analysts since 2012. Before joining Beacon Financial Advisory in 2015, Gregory Randall was registered through Lincoln Investment Planning, Inc and Capital Analysts Incorporated.
- Lincoln InvestmentAlso current– present · 2 yearsCleveland, OH · Adviser representative · Firm CRD 519
- – present · 11 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital AnalystsAlso current– present · 14 yearsCleveland, OH · Adviser representative · Firm CRD 162200
- Lincoln Investment Planning, Inc– · 2 yearsFort Washington, PA · Adviser representative · Firm CRD 519
- Capital Analysts Incorporated– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 5478
- Sanders Morris Harris Inc.– · 3 yearsBeachwood, OH · Adviser representative · Firm CRD 20580
- Lincoln Financial Advisors Corporation– · 6 yearsCleveland, OH · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Gregory Randall is registered as an investment adviser representative in Ohio, since June 2012.
- OhioSince 5 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 December 2002 |
| Series 7 | General Securities Representative Examination | 2 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 June 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Giller Randall
- CRD
- 2143449
- Firm
- Beacon Financial Advisory · CRD 174334
- Role
- Chief Executive Officer / Managing Member
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- beaconplanners.com
Where does Gregory Randall work?
Gregory Randall has been Chief Executive Officer / Managing Member of Beacon Financial Advisory LLC since December 2014, and is a control person of the firm.
Is Gregory Randall a financial advisor?
Yes. Gregory Randall has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since April 2015.
How many years of experience does Gregory Randall have?
Gregory Randall has 35 years in the financial industry, since June 1991, across 6 adviser firms.
What exams has Gregory Randall passed?
Gregory Randall has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in June 1991. FINRA credited Gregory Randall with the SIE, which began in October 2018.
Where did Gregory Randall work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Gregory Randall was registered through Lincoln Investment Planning, Inc, June 2012 to March 2015; Capital Analysts Incorporated, April 2010 to June 2012; Sanders Morris Harris Inc., December 2006 to May 2010; Lincoln Financial Advisors Corporation, January 2000 to December 2006.
Where is Gregory Randall based?
Gregory Randall’s registered office is in Cleveland, OH.
Is Gregory Randall registered with FINRA?
Yes. Gregory Randall has a current broker registration, under CRD 2143449.
Source: FINRA BrokerCheck
How can I verify Gregory Randall’s record?
Search CRD 2143449 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Randall’s full registration record.