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Randy A. Howard

RH2 WEALTH ADVISORS
BELLEVUE, WA 98004
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CRD#: 6158368
RH

Professional summary


Randy Alan Howard is a registered financial advisor currently at RH2 WEALTH ADVISORS, LLC located in Bellevue, Washington.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Randy has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Rekdal Hopkins Howard, PS: not investment related; this is a CPA firm. I have been a shareholder and full-time CPA with this firm since 2010. This business, as well as my other business activities described below, are located at the same address as RH2 Wealth Advisors. Enatai SV, LLC: not investment related; this is a holding company for ownership in other businesses in Skagit Valley, including an organic flour mill, a retail garden store and agritourism company. None of these businesses are investment-related. I am the Manager of the LLC since March 2019 and an officer of the subsidiaries; I spend approximately 4 hours per week during securities trading hours on this business; duties include general administration, strategic planning and accounting/tax advice. Cedar Park Bellevue, LLC: not investment related; this company owns commercial real estate in Bellevue, WA. I am the Manager of the LLC since September 2013; I spend approximately 2 hours per week during securities trading hours on this business; duties include general property management and accounting/tax advice. RH2 FWF LLC: not investment related; this is a holding company for ownership in various assets, including real estate holdings. I am one of the Managers of the LLC since June 2022. I spend approximately 0 hours per week on this business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Randy Alan Howard'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®
None

Experience


Current

January 2, 2014 - Present

RH2 WEALTH ADVISORS, LLC

Office #1: 2275 116th Avenue Ne, #100, Bellevue, WA 98004
RIA
CRD#: 168667
BELLEVUE, WA

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
(1/2/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/3/2013
Uniform Investment Adviser Law Examination

Current Firm


RW
RH2 WEALTH ADVISORS, LLC
KIRKLAND PARTNER GROUP, LLC | RH2 WEALTH ADVISORS, LLC

CRD#: 168667 / SEC#:

Washington
Registered Investment Advisory firm - (1/1/2014 Approved)
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Contact information


Main Address
2275 116th Avenue Ne, #100, Bellevue, WA 98004
Mailing Address
Phone number
(425) 658-1400
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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.

Company Information


RH2 WEALTH ADVISORS, LLC

CRD#: 168667Bellevue, WA 98004

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