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Inactive

Randal Warren Best

Planvision, LLC

Fuquay-Varina, NC

Ferndale, WA

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Current Employers
Planvision, Llc

Fuquay-Varina, NC • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-28
  • WA RA
    APPROVED
    Since 2026-04-28

Branch Locations

Fuquay-Varina, NC • United States

Ferndale, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Lynnwood WA 12/2005 04/2018
Various Insurance Carriers For W & R Insurance Agencies Ferndale WA 12/2005 02/2019
Td Ameritrade Bellingham WA 08/2018 02/2019
Zeiders Enterprises Croughtom 04/2018 08/2018
Waddell & Reed Bellingham WA 12/2005 04/2018
Waddell & Reed, Inc Ferndale WA 02/2019 07/2021
Lpl Financial Llc Ferndale WA 07/2021 07/2022
U.S. Bancorp Investments, Inc. Bellingham WA 07/2022 10/2023
Magellan Federal Arlington VA 10/2023 04/2026
Planvision, Llc Fuquay-Varina, Nc NC 04/2026 Present
  • 12/2005 → 04/2018
    Waddell & Reed, Inc
    Lynnwood, WA
  • 12/2005 → 02/2019
    Various Insurance Carriers For W & R Insurance Agencies
    Ferndale, WA
  • 08/2018 → 02/2019
    Td Ameritrade
    Bellingham, WA
  • 04/2018 → 08/2018
    Zeiders Enterprises
    Croughtom
  • 12/2005 → 04/2018
    Waddell & Reed
    Bellingham, WA
  • 02/2019 → 07/2021
    Waddell & Reed, Inc
    Ferndale, WA
  • 07/2021 → 07/2022
    Ferndale, WA
  • 07/2022 → 10/2023
    Bellingham, WA
  • 10/2023 → 04/2026
    Magellan Federal
    Arlington, VA
  • 04/2026 → Present
    Fuquay-Varina, Nc, NC
Previous Registrations
  • 2022-07-20 → 2023-11-10
    Bellingham, WA
  • 2021-07-27 → 2022-07-22
    Shawnee Mission, KS
    Fort Mill, SC
    Ferndale, WA
  • 2019-02-15 → 2021-08-04
    Waddell & Reed
    Overland Park, KS
    Ferndale, WA
    Overland Park, KS
  • 2018-09-04 → 2019-02-01
    Td Ameritrade, Inc.
    Belingham, WA
  • 2018-09-04 → 2019-02-01
    Td Ameritrade Investment Management, Llc
    Bellingham, WA
  • 2005-12-14 → 2018-04-26
    Waddell & Reed
    Seattle, WA
    Lynnwood, WA
  • 2005-10-19 → 2006-01-09
    Eagle, ID
  • 2003-05-29 → 2003-09-12
    Bellingham, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-11
S63 Uniform Securities Agent State Law Examination 1999-11-09
  • S65 Uniform Investment Adviser Law Examination
    2005-11-11
  • S63 Uniform Securities Agent State Law Examination
    1999-11-09
Designations
Other Names
  • Randy Best
  • Randy Best
  • Randal Best

View on SEC IAPD

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