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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Lundy is a financial advisor with PracticeCFO Investments, an investment advisor headquartered in San Diego, CA. Randy has been in the industry since 2019. Randy specializes in financial planning, portfolio management, and pension consulting. They are licensed to provide investment advisory services in Alaska, California, Pennsylvania, Texas, and Washington. Randy's firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. They primarily work with individuals and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/08/2023 - Present
Practicecfo Investments (Seattle WA)
IA
Issued 10/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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