Advisor at Xcel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Xcel Wealth Management, LLC
Location
Holly Hill, FL 32117
Credentials
Series 63, Series 66
Industry experience
32 years
Randall Beardsley II is a financial advisor at Xcel Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and SunTrust Advisory Services. In addition to his advisory role, he is an independent insurance agent. Xcel Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive wealth-management services. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios tailored to client goals and risk tolerance.
Based on Xcel Wealth Management, LLC
$0 - $2,000,000: 1.50% $2,000,001+: 0.75%
101 2 Nd Street, Suite 402
Holly Hill, FL 32117
Florida · Texas
Xcel Wealth Management, LLC
2017 - Present (9 years)
Purshe Kaplan Sterling Investments
2017 - 2019 (2 years)
SunTrust Advisory Services
2016 - 2017 (1 year)
Suntrust Investment Services, Inc.
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
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CFA®
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Series 63, Series 65
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Series 63
Daytona Beach, FL
Ashford Investment Advisors
Series 66
Ormond Beach, FL
Plan to Prosper Wealth Management
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
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