Richard Clonch
Investment adviser representative at Planvest Financial, Inc.
17 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$175.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Planvest Financial, Inc.Nov 2017 to now
- LPL Financial LLCApr 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 5 states (FL, MD, SC, VA, WV).
Planvest Financial, Inc.
$175.9MAssets managed
309Clients
6Advisers
2 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
- 4923311
- Firm CRD
- 290306