Richard Fontenot (CRD# 5444780) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 16 years of experience in the finance industry. Richard Fontenot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6608563
Edward Jones
CRD# 4745990
Edward Jones
CRD# 6048619
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boxcar, LLC | Bowling Green, KY | Jan 2019 - Current | 5 |
| Journey Financial Management, Llc (153404) | Bowling Green, KY | Jun 2010 - Current | 13 |
| Eezy, LLC | Bowling Green, KY | Jan 2019 - Dec 2023 | 4 |
| Banana Stand Ventures, LLC | Bowling Green, KY | Jan 2019 - Dec 2023 | 4 |
| Rubel Creative, Inc. | Bowling Green, KY | May 2014 - Jan 2019 | 4 |
| Pinwhale Media, LLC | Bowling Green, KY | Sep 2012 - Jan 2019 | 6 |
| Vandelay, LLC | Bowling Green, KY | Jun 2013 - Jan 2017 | 3 |
| Nintendosforsale.com, LLC | Bowling Green, KY | Apr 2013 - Dec 2016 | 3 |
| Studio Calico, LLC | Bowling Green, KY | Jun 2014 - Mar 2015 | < 1 |
| Brhsa Homeschool Coop | Bowling Green, KY | Jan 2013 - Jun 2014 | 1 |
| Fontenot Properties | Bowling Green, KY | May 2008 - Jun 2014 | 6 |
| Fontenot Services | Bowling Green, KY | May 2008 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts92ACCOUNTS
-
Average Account Value$241,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KY, LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.