Randy Kyle Lundy
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Randy Kyle Lundy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
xxxxxxxxxx.xxx
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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
6 years in the financial services industry
Current & Past Employments
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Current Firm
PRACTICECFO INVESTMENTS | SILVER COAST INVESTMENTS LLC | PROFESSIONAL CAPITAL MANAGEMENT LLC
Contact Information
Main Address
13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128Phone Number
(800) 675-2712# of Employees
32SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,078AUM (Assets Under Management)
$401,606,316Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PRACTICECFO INVESTMENTS | SILVER COAST INVESTMENTS LLC | PROFESSIONAL CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(12/11/2023)
(12/11/2023)
(12/11/2023)
(12/11/2023)
(12/8/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Randy Kyle Lundy's CRS (Customer Relationship Summary).
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