Charles Randall

Charles Randall

Investment Adviser Representative

Charles Randall's career in the financial services industry started after college in Montana in 1992 as a financial advisor with Waddell & Reed Financial Services. He held several licenses at the time and was licensed to conduct business in Montana and Texas. In 1995 Charles relocated with Waddell and Reed to El Paso, Texas.

At the end of 1999 Charles entered the pharmaceutical industry in sales and marketing. Charles managed the New Mexico territory for both pharmaceuticals and vaccines. His duties included account management, contract negotiations and client strategizing services. Charles retired from the pharmaceutical industry in mid 2017 to re-enter the financial industry.

Charles completed his licensing certifications and joined Batie and Company Capital Management, LLC, in early 2018. The decision to join an independent advisor group was easy for Charles as he knew it would afford him the ability to service his clients as individuals. Charles works with individuals, families and business owners to create financial plans and manage assets in order to help them achieve their financial goals.

Education and Licenses:

  • B.S. Business Finance - University of Montana, School of Business
  • Series 7 General Securities Representative
  • Series 66 Uniform Combined State Law
Phone 505-930-7002
Fax 505-404-0867
Mobile Phone 575-644-5752