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Randy Alan Howard

RH2 WEALTH ADVISORS
BELLEVUE, WA
·CRD# 6158368·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

12 years in the financial services industry

Current & Past Employments

RH2 WEALTH ADVISORS, LLC·CRD# 168667
RIA
2275 116th Avenue Ne, #100, Bellevue, WA 98004
January 2, 2014 - Present

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Current Firm

RW
RH2 WEALTH ADVISORS, LLC

KIRKLAND PARTNER GROUP, LLC | RH2 WEALTH ADVISORS, LLC

CRD#: 168667
Washington
Registered Investment Advisory firm - Washington (1/1/2014 Approved)

Contact Information

Main Address

2275 116th Avenue Ne, #100, Bellevue, WA 98004

Phone Number

(425) 658-1400

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Washington
(1/2/2014)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2013About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Randy Alan Howard's CRS (Customer Relationship Summary).

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