Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randol? Claim Your ProfileRandol Wilson Curtis is a financial advisor with One Capital Management, LLC, a registered investment advisor firm based in Westlake Village, CA. Randol has been in the financial services industry since 1994, and has experience providing financial advice to individuals and institutions, as well as managing a variety of investment portfolios. Randol holds a Series 7 and a Series 63 license, as well as the Chartered Financial Analyst designation. Randol is also a Managing Member of BCM & PARTNERS, LLP, an investment consulting firm based in Westlake Village, CA. Randol has a diverse background in the financial services industry and has worked in various capacities, including investment research, consulting, and asset management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/01/2016 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
TX
12/15/1994 - 07/23/1996
BANCOMER SECURITIES INTERNATIONAL INC. (HOUSTON TX)
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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