Joseph Charles Randazzo
Investment adviser representative at Beacon Financial Advisory LLC
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$900.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Beacon Financial Advisory, LLCAug 2016 to now
- Lincoln Investment Planning LLCAug 2016 to now
- Fna Wealth ManagementMay 1993 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Beacon Financial Advisory LLC
$900.7MAssets managed
1,556Clients
13Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2207910
- Firm CRD
- 174334