Randall VitaleCRD Number: 4501189
Current Firm: Infinex Investments, Inc.
Randall Vitale (CRD# 4501189) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 14 years of experience in the finance industry. Randall Vitale 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Ft. Lauderdale, FL||Feb 2012 - Current||4|
|Gibraltar Private Bank & Trust||Fort Lauderdale, FL||May 2011 - Current||5|
|Suntrust Banks||Ft. Lauderdale, FL||Apr 2006 - Jun 2011||5|
|Suntrust Investment Services, Inc.||Ft. Lauderdale, FL||Jan 2000 - Jun 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV