Randall Vitale, financial advisor Tampa FL
96 score

Randall Vitale

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Randall N. Vitale
Phone Number: 203-599-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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