Warren Thefeld, financial advisor San Diego CA
93 score

Warren Thefeld

CRD Number: 6178514
Current Firm: Norlin Capital Management Inc.

Warren Thefeld (CRD# 6178514) is an Investment Advisor Representative working at Norlin Capital Management Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
West Coast Iron, Inc. Spring Valley, CA Jan 2014 - Current 4
Norlin Capital Management Inc. San Diego, CA Nov 2013 - Current 4
Cetera Investment Advisers LLC Schaumburg, IL Nov 2014 - Apr 2017 2
Gray Swan Asset Management Inc. San Diego, CA Mar 2013 - Jun 2014 1
Cobalt Industrial Supply Company San Diego, CA Jan 2013 - Nov 2013 < 1
Frontier Industrial Supply Company Inc. San Diego, CA Jan 2007 - Nov 2013 6
Thefeld & Associates (cpa Firm) San Diego, CA Jan 2003 - Nov 2013 10
Thefeld And Associates San Diego, CA Jan 1994 - Nov 2013 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Warren L. Thefeld
Phone Number: (858) 490-2710
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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