Unclaimed Profile

Randy Haugen

PHH INVESTMENTS, LTD.·ADDISON, Texas

Clean recordPHH INVESTMENTS, LTD.

15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 5561325Firm CRD# 108203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy Haugen · ADDISON, TX

Registration

CRD #5561325 · PHH INVESTMENTS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Randy Haugen is a registered financial advisor based in ADDISON, Texas, affiliated with PHH INVESTMENTS, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PHH INVESTMENTS, LTD.

RAA

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PHH INVESTMENTS, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: CSSA/SERVICE AGREEMENT

Regulatory

SEC/IARD CRD# 5561325

Firm CRD# 108203

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Randy Haugen offer?

Randy Haugen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ADDISON, Texas for a consultation.

What are Randy Haugen's credentials?

Randy Haugen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Haugen located?

Randy Haugen is based in ADDISON, Texas, working with PHH INVESTMENTS, LTD.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.

How does Randy Haugen charge for services?

Randy Haugen's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHH INVESTMENTS, LTD.?

PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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