Richard Horvath, financial advisor Boardman OH
87 score

Richard Horvath

CRD Number: 2986519
Current Firm: Bfc Planning, Inc.

Richard Horvath (CRD# 2986519) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Boardman, OH Jan 2014 - Current 2
American Financial Services Boardman, OH Nov 2009 - Current 7
Berthel Fisher And Company Financial Services, Inc. Boardman, OH Nov 2009 - Current 7
Allstate Insurance Co Cortland, OH Jan 2006 - Current 10
Richard J Horvath Insurance Agent Boardman, OH Jan 1996 - Current 20

Richard Horvath has no recent exams reported.
Contact Info for Richard J. Horvath
Phone Number: 319-447-5700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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