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Randall Wayne Fowler

Titleist Asset Management, LLC

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About Randall Wayne Fowler

Randall Fowler is an investment advisor representative at Titleist Asset Management, LLC. Randall has been in the financial industry since 1992. Randall has a wide range of experience in the financial industry, including working with high net worth individuals and businesses. Randall is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Randall Fowler is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randall Fowler’s Registration & Firm History

OK

04/17/2023 - Present

Titleist Asset Management, LLC (EDMUND OK)

OK

11/08/2018 - 10/20/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (EDMOND OK)

OK

12/01/2003 - 11/21/2018

THE O.N. EQUITY SALES COMPANY (EDMOND OK)

MA

02/03/2000 - 12/01/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

MO

06/30/1999 - 02/03/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

MN

07/22/1992 - 07/06/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/22/1992 - 07/06/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/06/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Randall Wayne Fowler. Review regulatory record here.
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