Michelle Packer, financial advisor San Diego CA

Michelle Packer

CRD Number: 5837808
Current Firm: Telos Capital Management, Inc.
Compensation Model: Fee Only
Michelle Packer (CRD# 5837808) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 5 years of experience in the finance industry. Michelle Packer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Telos Capital Management, Inc. San Diego, CA Jan 2022 - Current 2
Telos Capital Management, Inc. San Diego, CA Jan 2017 - Jan 2022 5
Telos Capital Management, Inc. San Diego, CA Jan 2015 - Jan 2017 2
Telos Capital Management, Inc. San Diego, CA Jan 2014 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Michelle L. Packer
By the Numbers
  • Total Assets Under Management
    1,102
    MILLIONS
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $520,462
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, ID, MA, NE, NH, NM, NV, OR, TX, WA

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Data verified by both the advisor and the public regulatory data.

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