American Wealth Management
47yrs
Top advisor by experience in Alpharetta
13yrs
David Randall
Financial advisor at Elevation Point Wealth Partners
David Randall has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Alpharetta, Georgia. David has been with Elevation Point Wealth Partners since 2026; before that, David spent five years at UBS Financial Services and seven years at Merrill. Elevation Point Wealth Partners offers investment management and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office6230 Avalon Boulevard, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.66 million
Advisors at the firm56
States licensed ?1 state
Services through Elevation Point Wealth Partners
Investment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowElevation Point Wealth Partners, LLCCurrent firm
- 2021 – 2026UBS Financial Services Inc.Previously
- 2013 – 2021MerrillPreviously
Contact David
(303) 382-2880Firm headquarters in Denver, CO. Ask for David. 6230 Avalon BoulevardAlpharetta, GA 30009Office · Get directions Firm websitefamilyofficepartners.com
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Questions to ask David
Tailored to David’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Elevation Point Wealth Partners at (303) 382-2880 and ask for David Randall. David works from the Alpharetta, GA office.
How long has David been a financial advisor?
David has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Elevation Point Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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