Karl Randall has been an investment adviser representative at Beacon Financial Advisory since March 2020, and is not listed among the firm’s executive officers or direct owners. Karl Randall holds a BS in Economics from the University of Michigan.
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.
Karl Randall is Financial Advisor of Beacon Financial Partners. He joined Beacon in 2018 after beginning his career at Oracle and TD Ameritrade. As an advisor he helps individuals and families across Northeast Ohio with financial planning and investing, and he contributes to the firm's technology, operations and management.
Karl Randall’s longest registration is the current one, 7 years at Capital Analysts since 2019. Before joining Beacon Financial Advisory in 2020, Karl Randall was registered through Lincoln Investment.
- Lincoln InvestmentAlso current– present · 2 yearsCleveland, OH · Adviser representative · Firm CRD 519
- – present · 6 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital AnalystsAlso current– present · 7 yearsCleveland, OH · Adviser representative · Firm CRD 162200
- Lincoln Investment– · 1 yearShaker Heights, OH · Adviser representative · Firm CRD 519
Investment adviser representative registrations
Karl Randall is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is Ohio, in March 2020.
- CaliforniaSince 4 February 2019
- OhioSince 2 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 October 2017 |
| Series 7 | General Securities Representative Examination | 10 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6854760
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- beaconplanners.com
Where does Karl Randall work?
Karl Randall is an investment adviser representative registered through Beacon Financial Advisory LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Karl Randall a financial advisor?
Yes. Karl Randall has a current investment-adviser registration in California and Ohio, through Beacon Financial Advisory since March 2020.
How many years of experience does Karl Randall have?
Karl Randall has 8 years in the financial industry, since December 2017, across 3 adviser firms.
What exams has Karl Randall passed?
Karl Randall has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2017. FINRA credited Karl Randall with the SIE, which began in October 2018.
Where did Karl Randall work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Karl Randall was registered through Lincoln Investment, February 2019 to February 2020.
Where is Karl Randall based?
Karl Randall’s registered office is in Cleveland, OH.
Is Karl Randall registered with FINRA?
Yes. Karl Randall has a current broker registration, under CRD 6854760.
Source: FINRA BrokerCheck
How can I verify Karl Randall’s record?
Search CRD 6854760 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Karl Randall’s full registration record.
