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Richard Clonch

Planvest Financial, Inc.

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About Richard Clonch

Richard Clonch is a financial advisor with Planvest Financial, Inc., a registered investment advisor based in Gaithersburg, MD. Richard Clonch is also a Registered Representative with LPL Financial LLC. Richard Clonch provides financial planning, portfolio management for individuals, and selection of other advisors to clients. Richard Clonch has been in the financial services industry since 2005 and has a Series 66, Series 24, Series 7 and SIE licenses. Richard Clonch is also a Certified Financial Planner.

Firm Information

Richard Clonch is currently registered with Planvest Financial, Inc.. Planvest Financial, Inc. is a registered investment advisor based in Gaithersburg, MD. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $110.9 million in assets for 424 clients and employs 5 licensed agents and 1 investment advisor representative. They also offer a wrap fee program.
Planvest Financial, Inc.

555 QUINCE ORCHARD ROAD

GAITHERSBURG, MD 20878

$110.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Clonch’s Registration & Firm History

MD

08/31/2018 - Present

Planvest Financial, Inc. (GAITHERSBURG MD)

MD

04/28/2009 - 12/24/2019

LPL FINANCIAL LLC (GAITHERSBURG MD)

MD

05/26/2005 - 05/13/2009

UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 06/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Clonch.
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