Randy K. Lundy
PRACTICECFO INVESTMENTS | Associate Advisor
Seattle, WA
Some features on this profile are disabled
CRD#: 7265132
Professional summary
Randy Kyle Lundy, who also goes by Randy Kyle Lundy, is a registered financial advisor currently at PRACTICECFO INVESTMENTS located in Seattle, Washington.
Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Randy has worked at 3 firms and has passed the Series 65 exam.
Biography
My Professional Background
I have served in a variety of roles and industries over my career, ranging from public accounting, creative/media production, coaching and counseling, to financial advising. The common threads have been an insatiable pursuit of excellence, beauty, and joy in helping people. I joined the Highland team in 2019 to leverage my experiences toward one primary goal: helping people design financial plans that both energize and empower them to live fully in the moment and for the future.
My Wealth Management “Why”
Money is a gift – however we come to receive it – and a valuable tool for impact and legacy. Too often it can become more like a burden or an anxiety, when we don’t have a plan or values to guide it. My goal is to help people live with a renewed sense of abundance and stewardship. One of the most rewarding aspects of wealth management for me is being able to reduce stress and give people the freedom to truly enjoy all that they’ve been given. I enjoy the big picture, the details, and the fulfillment of solving complex problems. A successful legacy to me is not merely a growing balance sheet, but a statement of outflow, impact and life lived fully.
My Personal “Living Fully”
I adore my wife and four kids. We live in downtown Seattle and look for every opportunity we can to enjoy the PNW outdoors (rain or shine), good stories, art, music, and food.
My Heart for Impact
As a family, our mission is to be a faithful and active presence in our Seattle neighborhood. We support Mary’s Place, a shelter and safe house for minority women and children, volunteer regularly at our community garden plot, and serve at the urban church we helped start just over a decade ago in downtown Seattle. Being a dad is another part of my impact right now, investing in our four littles and their future impact in the world.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randy Kyle Lundy
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.
CRS (Client Relationship Summary) - RIA
Click below to view Randy Kyle Lundy'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®
NoneExperience
Current
December 8, 2023 - Present
PRACTICECFO INVESTMENTS
RIA
CRD#: 167771
Seattle, WA
Past
September 30, 2022 - October 13, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Bellevue, WA
Past
October 30, 2020 - October 25, 2022
HIGHLAND PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 109532
BELLEVUE, WA
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".
PI
PRACTICECFO INVESTMENTS
PRACTICECFO INVESTMENTS | SILVER COAST INVESTMENTS LLC | PROFESSIONAL CAPITAL MANAGEMENT LLC
CRD#: 167771 / SEC#: 801-120024
RIA
Registered Investment Advisory firm - (1/4/2021 Approved)California
Registered Investment Advisory firm - (2/20/2021 Terminated)Texas
Registered Investment Advisory firm - (1/21/2021 Terminated)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
Alaska(12/11/2023)
IAR
California(12/11/2023)
IAR
Pennsylvania(12/11/2023)
IAR
Texas(12/11/2023)
IAR
Washington(12/8/2023)
Current Firm
PI
PRACTICECFO INVESTMENTS
PRACTICECFO INVESTMENTS | SILVER COAST INVESTMENTS LLC | PROFESSIONAL CAPITAL MANAGEMENT LLC
CRD#: 167771 / SEC#: 801-120024
RIA
Registered Investment Advisory firm - (1/4/2021 Approved)California
Registered Investment Advisory firm - (2/20/2021 Terminated)Texas
Registered Investment Advisory firm - (1/21/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128
Mailing Address
Phone number
(800) 675-2712
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 429 |
| AUM (Assets Under Management) | $ 332,054,543 |
Red Flags
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