Unclaimed Profile

Richard Clonch

PLANVEST FINANCIAL, INC.·GAITHERSBURG, Maryland

SIE, Series 7, Series 24, Series 66CFPClean record21 years registeredPLANVEST FINANCIAL, INC.

555 QUINCE ORCHARD ROAD, GAITHERSBURG, MD 20878CRD# 4923311Firm CRD# 290306

Profile Verification

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

Identity

Richard Clonch · GAITHERSBURG, MD

Registration

CRD #4923311 · PLANVEST FINANCIAL, INC. · 21 years registered

Brand Profile

Not yet started

Career History

PLANVEST FINANCIAL, INC.

Dec 2017 – present

LPL FINANCIAL LLC

Apr 2009 – May 2018

GAITHERSBURG, MD

UBS FINANCIAL SERVICES INC.

Jun 2005 – May 2009

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 17, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANVEST FINANCIAL, INC.

CRD 290306 · SEC 801-131058

AUM

$111M

Regulatory assets under management

Employees

424 client accounts

Services offered by PLANVEST FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANVEST FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Clonch offer?

Richard Clonch specializes in Financial Planning, Investment Management. Contact their office in GAITHERSBURG, Maryland for a consultation.

What are Richard Clonch's credentials?

Richard Clonch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Clonch located?

Richard Clonch is based in GAITHERSBURG, Maryland, working with PLANVEST FINANCIAL, INC.. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.

How does Richard Clonch charge for services?

Richard Clonch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANVEST FINANCIAL, INC.?

PLANVEST FINANCIAL, INC. has approximately 6 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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