Randy L. Freed

R L CAPITAL

OVERLAND PARK, KS 66212

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CRD#: 4610314

Professional summary

Randy Lawrence Freed, CFP® is a registered financial advisor currently at R L CAPITAL, LLC located in Overland Park, Kansas.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Randy has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

R L CAPITAL, LLC IS BOTH AN INVESTMENT ADVISORY AND A CERTIFIED PUBLIC ACCOUNTING FIRM. THE SOLE EMPLOYEE IS THE MANAGER - RANDY L FREED. THE ADDRESS OF THE FIRM IS 7199 WEST 98TH TERRACE - SUITE 140, OVERLAND PARK, KS 66212. R L CAPITAL, LLC BECAME A CERTIFIED PUBLIC ACCOUNTING FIRM IN EARLY 2024 WHEN IT REGISTERED WITH THE KANSAS BOARD OF ACCOUNTANCY. THE NUMBER OF HOURS DEVOTED TO THE CERTIFIED PUBLIC ACCOUNTING PART OF THE BUSINESS VARIES THROUGHOUT THE YEAR. R L CAPITAL, LLC PROVIDES INCOME TAX PREPARATION SERVICES INCLUDING INDIVIDUAL, CORPORATION, PARTNERSHIP AND TRUST INCOME TAX RETURNS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Lawrence Freed's 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

Start date: 2003

Experience

Current

October 11, 2004 - Present

R L CAPITAL, LLC

Office #1: 7199 West 98th Terrace Suite 140, Overland Park, KS 66212

RIA

CRD#: 132435

OVERLAND PARK, KS

Past

January 2, 2003 - April 4, 2003

FAS CORP.

CRD#: 43536

LEAWOOD, KS

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

Kansas
(10/11/2004)

IAR

Missouri
(11/1/2004)

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 66

Date: 1/27/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/2002

General Securities Representative Examination

Current Firm

R L CAPITAL, LLC

CRD#: 132435 / SEC#:

Kansas

Registered Investment Advisory firm - (10/11/2004 Approved)

Missouri

Registered Investment Advisory firm - (11/1/2004 Approved)

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Contact information

Main Address

7199 West 98th Terrace Suite 140, Overland Park, KS 66212

Mailing Address

Phone number

(913) 341-8450

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 11,218,000

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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Randy L. Freed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Lawrence Freed's CRS (Customer Relationship Summary).

Certified licenses

Experience

R L CAPITAL, LLC

FAS CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2003

Series 7

Date: 12/23/2002

Current Firm

R L CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

R L CAPITAL, LLC

TRUST BUT VERIFY

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