Randy
Lundy
Practicecfo Investments
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About this Advisor
Randy Lundy is a financial advisor based in Seattle, Washington, working with Practicecfo Investments. Randy has previously held positions at Downtown Cornerstone Church, Highland Private Wealth Management, Hightower Advisors, and Practicecfo. Randy has passed the Series 65 regulatory exam and is registered to provide services in Alaska, California, Pennsylvania, Texas, and Washington. Currently, Randy is part of Practicecfo Investments, which operates out of Seattle, Washington. The firm has 9 employees and manages assets totaling $394.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Practicecfo Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Practicecfo Investments Brokerage Details
$394,897,704
9
1,046
$377,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Randy Lundy Work History
Practicecfo
Hightower Advisors
Highland Private Wealth Management
Downtown Cornerstone Church
Disclosures
Please visit the SEC profile of Randy Lundy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Practicecfo Investments
Seattle, WA
San Diego, CA
San Diego, CA
Pflugerville, TX
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
