Xcel Wealth Management, LLC

Xcel Wealth Management, LLC (CRD# 158863) is a financial advisory firm headquartered in Holly Hill, FL. They manage $89,100,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $527,219
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Xcel Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan S. Xynidis
CRD#: 4174055
101 2nd Street, Suite 402, Holly Hill, FL 32117
93
Wealthminder
score

Jonathan Xynidis (CRD# 4174055) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 16 years of experience in the finance industry.

2
Erick J. Palacios
CRD#: 4557570
101 2nd Street, Suite 402, Holly Hill, FL 32117
90
Wealthminder
score

Erick Palacios (CRD# 4557570) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 3 years of experience in the finance industry.

3
Randall A. Beardsley
CRD#: 2428232
101 2nd Street, Suite 402, Holly Hill, FL 32117
83
Wealthminder
score

Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 19 years of experience in the finance industry.

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