Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xcel Wealth Management, LLC | Holly Hill, FL | Apr 2017 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2017 - Aug 2019 | 2 |
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Apr 2017 | < 1 |
| Suntrust Investment Services, Inc. | Daytona Beach, FL | Jul 2006 - Apr 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management343MILLIONS
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Total Number of Accounts653ACCOUNTS
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Average Account Value$525,915
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, TX
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