Randall Whitfield, financial advisor Valencia CA
93 score

Randall Whitfield

CRD Number: 3009756
Current Firm: Telos Capital Management, Inc.

Randall Whitfield (CRD# 3009756) is an Investment Advisor Representative working at Telos Capital Management, Inc. in Valencia, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Telos Capital Management, Inc. San Diego, CA Nov 2014 - Current 3
Check Capital Management Inc. Costa Mesa, CA Apr 2013 - Nov 2014 1
Rl Vip Enterprises Valencia, CA Jul 2009 - Mar 2013 3
Charles Schwab Bank Woodland Hills, CA Feb 2005 - Jul 2009 4
Charles Schwab & Company, Inc. Los Angeles, CA Dec 1997 - Jul 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Randall L. Whitfield
Phone Number: (858) 271-6350
Firm Website: http://www.telosinc.com
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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