Randy Lundy
Investment adviser representative at Practicecfo Investments
12 yearsExperience
5 statesRegistered in
$401.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Practicecfo InvestmentsDec 2023 to now
- PracticecfoOct 2023 to now
- Hightower AdvisorsSep 2022 to Oct 2023
- Highland Private Wealth ManagementDec 2019 to Sep 2022
- Downtown Cornerstone ChurchFeb 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 5 states (AK, CA, PA, TX, WA).
Practicecfo Investments
Legal name: Silver Coast Investments LLC
$401.6MAssets managed
420Clients
11Advisers
5 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
- 7265132
- Firm CRD
- 167771