Randolph P Burch
Investment adviser representative at Haven Wealth Group
10 yearsExperience
1 stateRegistered in
$514.8MFirm assets
18 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Haven Wealth GroupMay 2025 to now
- University of HoustonAug 2024 to now
- Plainscapital BankMay 2025 to Aug 2025
- AmeripriseJan 2025 to Apr 2025
- Advantage TestingAug 2024 to Feb 2025
- UnemployedJan 2024 to Jul 2024
- Pizzeria SolarioJul 2020 to Feb 2021
- Texas A&m UniversityAug 2019 to Dec 2023
- River Oaks Country ClubMay 2018 to Jul 2020
- West University PoolMay 2016 to Jul 2017
- St. John's SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Haven Wealth Group
Legal name: Haven Wealth Group LLC
$514.8MAssets managed
348Clients
9Advisers
18 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
- 8026533
- Firm CRD
- 148099