Ruth Chicca
Investment adviser representative at Planvision, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Planvision, LLCJun 2025 to now
- Apricity Financial, LLCOct 2025 to Mar 2026
- Kestra Advisory Services LLCJun 2023 to Aug 2025
- Kestra Investment Services LLCJun 2023 to Aug 2025
- Financial Planning Alternatives/monisha L PotterAug 2022 to Aug 2025
- LPL Financial LLCJun 2021 to Jul 2022
- Webster BankDec 2020 to Jul 2022
- Santander Securities, LLCOct 2019 to Dec 2020
- MML Investors Services, LLCMay 2017 to Oct 2019
- Baystate FinancialJul 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Planvision, LLC
$0Assets managed
7,370Clients
8Advisers
8 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
- 6478838
- Firm CRD
- 166311