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Randy Alan Barmache

American Trust Investment Services, Inc.

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About Randy Alan Barmache

Randy Alan Barmache is a financial advisor with American Trust Investment Services, Inc. Randy has over 15 years of experience in the financial services industry. He is registered to conduct business in Arizona, California, Florida, New Hampshire, Oregon, and Texas. Randy holds the Series 6, 7, 63, and 66 securities licenses. He also holds the SIE exam certification. Randy specializes in providing financial advice to individuals and families.

Firm Information

Randy Barmache is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

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.

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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Randy Barmache’s Registration & Firm History

CA

10/27/2020 - Present

American Trust Investment Services, Inc. (Thousand Oaks CA)

CA

04/26/2019 - 07/28/2020

WESTPARK CAPITAL, INC. (Newport Beach CA)

CA

11/18/2016 - 06/29/2018

WESTPARK CAPITAL, INC. (Newport Beach CA)

CA

01/12/2010 - 09/01/2016

NEWPORT COAST SECURITIES, INC. (WESTLAKE VILLAGE CA)

CA

12/03/2002 - 07/25/2007

BROOKSTREET SECURITIES CORPORATION (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 02/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/02/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randy Alan Barmache.
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