Randall L. Whitfield
Professional summary
Randall Lynn Whitfield, who also goes by Randall Whitefield, Randy Whitfield, is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in Westlake Village, California.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Randall has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Randall Lynn Whitfield's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2014 - Present
TELOS CAPITAL MANAGEMENT, INC.
Office #1: 3625 E. Thousand Oaks Blvd. #165, Westlake Village, CA 91362April 16, 2013 - November 3, 2014
CHECK CAPITAL MANAGEMENT INC
September 7, 1999 - July 28, 2009
CHARLES SCHWAB & CO., INC.
March 20, 1998 - July 28, 2009
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2014)
(2/12/2024)
Exams
Current Firm
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,322 |
| AUM (Assets Under Management) | $ 1,415,056,947 |
Red Flags
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