Howard Calvert Richardson
Investment adviser representative at Investment Management & Planning LLC
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$238.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Investment Management & Planning, LLCFeb 2002 to now
- LPL Financial, LLCAug 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, TX).
Investment Management & Planning LLC
$238.8MAssets managed
511Clients
4Advisers
10 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
- 2175911
- Firm CRD
- 146041