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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

Randal Warren Best

Advisor at PLANVISION, LLC

Ferndale, WA | FUQUAY-VARINA, NC

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Search this name across graphsid dfx:ria:45cfe81b-3c82-1314-8f80-2d85f12c6085

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: May 29, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PLANVISION, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Nov 9, 1999
First registration: May 29, 2003
Dual registered: no
Other names: Randy Best|Randy Best|Randal Best
IAPD individual key: 2213398

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PLANVISION, LLC	No RAUM reported	Apr 28, 2026	n/a	yes	FUQUAY-VARINA, NC\|Ferndale, WA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 20, 2022	Nov 10, 2023	no	Bellingham, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 27, 2021	Jul 22, 2022	no	Shawnee Mission, KS\|FORT MILL, SC\|Ferndale, WA	Previous registration
WADDELL & REED	Former SEC adviser	Feb 15, 2019	Aug 4, 2021	no	OVERLAND PARK, KS\|Ferndale, WA\|OVERLAND PARK, KS	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 4, 2018	Feb 1, 2019	no	Bellingham, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 4, 2018	Feb 1, 2019	no	BELINGHAM, WA	Previous registration
WADDELL & REED	Former SEC adviser	Dec 14, 2005	Apr 26, 2018	no	SEATTLE, WA\|LYNNWOOD, WA	Previous registration
AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Independent wealth	Oct 19, 2005	Jan 9, 2006	no	EAGLE, ID	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 29, 2003	Sep 12, 2003	no	BELLINGHAM, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	PLANVISION, LLC	Nov 10, 2023	Apr 28, 2026	900	Firm change after gap	Other
LPL FINANCIAL LLC	U.S. BANCORP INVESTMENTS, INC.	Jul 22, 2022	Jul 20, 2022	-2	Firm change	RIA to ibd
WADDELL & REED	LPL FINANCIAL LLC	Aug 4, 2021	Jul 27, 2021	-8	Firm change	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 1, 2019	Sep 4, 2018	-150	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	WADDELL & REED	Feb 1, 2019	Feb 15, 2019	14	Firm change	RIA to ibd
WADDELL & REED	TD AMERITRADE, INC.	Apr 26, 2018	Sep 4, 2018	131	Firm change	Other
AMERICAN INDEPENDENT SECURITIES GROUP, LLC	WADDELL & REED	Jan 9, 2006	Dec 14, 2005	-26	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Sep 12, 2003	Oct 19, 2005	768	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
866:6413:KS:2021-08-04	Aug 4, 2021	Jul 27, 2021	OVERLAND PARK, KS	Firm change

Relationships

Registered with (7)

→ PLANVISION, LLCRegistered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 20, 2022 to Nov 10, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 27, 2021 to Jul 22, 2022factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 15, 2019 to Aug 4, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 4, 2018 to Feb 1, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 4, 2018 to Feb 1, 2019factForm ADV
→ AMERICAN INDEPENDENT SECURITIES GROUP, LLCRegistered adviserregistration: previous registration
Oct 19, 2005 to Jan 9, 2006factForm ADV

Dated events

Occurred
Nov 10, 2023
Advisor changed firm
Randal Warren Best left U.S. Bancorp Investments, Inc. for Planvision, Llc (registered 2026-04-28)
Form ADVobserved 6 days ago
Occurred
Jul 22, 2022
Advisor changed firm
Randal Warren Best left Lpl Financial Llc for U.S. Bancorp Investments, Inc. (registered 2022-07-20)
Form ADVobserved 6 days ago