Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fontenot is a financial advisor with Journey Financial Management, LLC, based in Bowling Green, Kentucky. Richard has been in the financial services industry since 2008 and holds the Series 7 and Series 63 licenses. He is also a Certified Financial Planner. Richard has a diverse professional background, including experience in insurance, real estate, and media. In addition to his role at Journey Financial Management, LLC, Richard also owns and operates several businesses including RC Holdings, LLC, and Hastings Real Estate Management, LLC. Richard specializes in providing financial planning and portfolio management services for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
02/18/2019 - Present
Journey Financial Management, LLC (BOWLING GREEN KY)
KY
02/06/2008 - 06/08/2010
NATIONAL PLANNING CORPORATION (BOWLING GREEN KY)
BC
Issued 04/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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