Randal Warren Best
Investment adviser representative at Planvision, LLC
21 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
21 years in the industry.
- Planvision, LLCApr 2026 to now
- Magellan FederalOct 2023 to Apr 2026
- U.S. Bancorp Investments, Inc.Jul 2022 to Oct 2023
- LPL Financial LLCJul 2021 to Jul 2022
- Waddell & Reed, IncFeb 2019 to Jul 2021
- TD AmeritradeAug 2018 to Feb 2019
- Zeiders EnterprisesApr 2018 to Aug 2018
- Various Insurance Carriers for W & R Insurance AgenciesDec 2005 to Feb 2019
- Waddell & Reed, IncDec 2005 to Apr 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
Planvision, LLC
$0Assets managed
7,370Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2213398
- Firm CRD
- 166311