Michelle L. Packer

TELOS CAPITAL MANAGEMENT

San Diego, CA 92128-4310

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CRD#: 5837808

Professional summary

Michelle Louise Packer, CFP®, who also goes by Michelle Louise Thompson, is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in San Diego, California.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michelle has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Louise Thompson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Louise Packer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

July 24, 2014 - Present

TELOS CAPITAL MANAGEMENT, INC.

Office #1: 13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310

RIA

CRD#: 149108

San Diego, CA

Past

October 29, 2010 - February 11, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN DIEGO, CA

Past

October 11, 2010 - February 11, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA

Registered Investment Advisory firm - (1/7/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/24/2014)

IAR

Texas
(12/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/2010

General Securities Representative Examination

Current Firm

TELOS CAPITAL MANAGEMENT, INC.

CRD#: 149108 / SEC#: 801-69837

RIA

Registered Investment Advisory firm - (1/7/2009 Approved)

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Contact information

Main Address

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310

Mailing Address

Phone number

(858) 271-6350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TELOS CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,322
AUM (Assets Under Management)	$ 1,415,056,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michelle L. Packer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Louise Packer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TELOS CAPITAL MANAGEMENT, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TELOS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2010

Series 7

Date: 10/8/2010

Current Firm

TELOS CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TELOS CAPITAL MANAGEMENT, INC.

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