Richard PlantoCRD Number: 1438102
Current Firm: Securian Financial Services, Inc.
Richard Planto (CRD# 1438102) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Antonio, TX and has over 32 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Pr Stonehue Ltd||San Antonio, TX||Jan 2002 - Current||16|
|Pr, LLC||San Antonio, TX||Jan 2002 - Current||16|
|Jewish Community Center||San Antonio, TX||May 2001 - Current||16|
|Minnesota Life||St Paul, MN||May 1994 - Current||23|
|Planto Roe & Associates Inc.||San Antonio, TX||May 1994 - Current||23|
|Securian Financial Services, Inc.||San Antonio, TX||Apr 1994 - Current||24|
|Dgp Realty, LLC||San Antonio, TX||Jul 2002 - Dec 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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