Unclaimed Profile

Charles Randall Conner

CHURCHILL MANAGEMENT CORP·LOS ANGELES, California

Series 65Clean record20 years registeredCHURCHILL MANAGEMENT CORP

5900 WILSHIRE BLVD., LOS ANGELES, CA 90036CRD# 4396528Firm CRD# 109651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Randall Conner · LOS ANGELES, CA

Registration

CRD #4396528 · CHURCHILL MANAGEMENT CORP · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

CHURCHILL MANAGEMENT GROUP

Jan 2006 – Sep 2025

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 16, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHURCHILL MANAGEMENT CORP

CRD 109651 · SEC 801-4211

AUM

$8.2B

Regulatory assets under management

Employees

19,450 client accounts

Services offered by CHURCHILL MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CHURCHILL MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Charles Randall Conner offer?

Charles Randall Conner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Charles Randall Conner's credentials?

Charles Randall Conner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Randall Conner located?

Charles Randall Conner is based in LOS ANGELES, California, working with CHURCHILL MANAGEMENT CORP. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Charles Randall Conner charge for services?

Charles Randall Conner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHURCHILL MANAGEMENT CORP?

CHURCHILL MANAGEMENT CORP has approximately 56 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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