Advisor at Elevation Point Wealth Partners, LLC
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Firm
Elevation Point Wealth Partners, LLC
Location
Alpharetta, GA 30009
Credentials
Series 66
Industry experience
12 years
David Randall is a financial advisor at Elevation Point Wealth Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory role, he provides baseball instruction to young children and adults through his own business, David Randall Baseball Lessons. Elevation Point Wealth Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across various risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
$500 to over $100,000 on a project basis
$65-$500 per hour
Account minimum: $100,000
6230 Avalon Boulevard
Alpharetta, GA 30009
Georgia · Texas
Elevation Point Wealth Partners, LLC
2026 - Present (1 year)
UBS Financial Services
2021 - 2026 (5 years)
BANK of AMERICA, N.A.
2014 - 2021 (7 years)
Merrill
2013 - 2021 (8 years)
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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