Randal W. Best

PLANVISION

Ferndale, WA

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CRD#: 2213398

Professional summary

Randal Warren Best, CFP®, who also goes by Randal Best, Randy Best, is a registered financial advisor currently at PLANVISION, LLC located in Ferndale, Washington.

Randal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Randal has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randal Best | Randy Best

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randal Warren Best's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 28, 2026 - Present

PLANVISION, LLC

RIA

CRD#: 166311

Ferndale, WA

Past

July 20, 2022 - November 10, 2023

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BELLINGHAM, WA

Past

July 20, 2022 - November 10, 2023

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BELLINGHAM, WA

Past

July 27, 2021 - July 22, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

Ferndale, WA

Past

May 13, 2021 - July 22, 2022

LPL FINANCIAL LLC

CRD#: 6413

Ferndale, WA

Past

February 15, 2019 - August 4, 2021

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

February 15, 2019 - August 4, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

September 4, 2018 - February 1, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

BELINGHAM, WA

Past

September 4, 2018 - February 1, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Bellingham, WA

Past

September 4, 2018 - February 1, 2019

TD AMERITRADE, INC.

CRD#: 7870

BELINGHAM, WA

Past

December 14, 2005 - April 26, 2018

WADDELL & REED

RIA

CRD#: 866

LYNNWOOD, WA

Past

December 13, 2005 - April 26, 2018

WADDELL & REED

CRD#: 866

LYNNWOOD, WA

Past

October 19, 2005 - January 9, 2006

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA

CRD#: 135288

EAGLE, ID

Past

October 7, 2005 - January 9, 2006

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD#: 135288

EAGLE, ID

Past

April 22, 2004 - May 14, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

September 11, 2003 - February 4, 2004

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

May 29, 2003 - September 12, 2003

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BELLINGHAM, WA

Past

August 24, 2001 - September 12, 2003

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

June 30, 2000 - September 25, 2001

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

November 9, 1999 - June 5, 2000

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 11, 1992 - October 1, 1992

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANVISION, LLC

M&E FINANCIAL GROUP | PLANVISION, LLC

CRD#: 166311 / SEC#: 801-112729

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2018 Terminated)

South Dakota

Registered Investment Advisory firm - (3/30/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(4/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/9/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/8/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/13/2021

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/20/2019

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/18/2007

General Securities Principal Examination

Current Firm

PLANVISION, LLC

M&E FINANCIAL GROUP | PLANVISION, LLC

CRD#: 166311 / SEC#: 801-112729

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2018 Terminated)

South Dakota

Registered Investment Advisory firm - (3/30/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/2/2018 Terminated)

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Contact information

Main Address

Fuquay-varina, NC

Mailing Address

Phone number

(612) 965-4286

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANVISION DISCLOSURE BROCHURE (2/19/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Randal W. Best

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randal Warren Best's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANVISION, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

WADDELL & REED

WADDELL & REED

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

WAMU INVESTMENTS, INC.

ALLSTATE FINANCIAL SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

PIPER SANDLER & CO.

U.S. BANCORP INVESTMENTS, INC.

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

PLANVISION, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2005

Series 63

Date: 11/9/1999

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2000

Series 6

Date: 11/8/1999

Series 4

Date: 9/13/2021

Series 53

Date: 3/20/2019

Series 24

Date: 7/18/2007

Current Firm

PLANVISION, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PLANVISION, LLC

TRUST BUT VERIFY

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