Clearview Financial, LLC

Clearview Financial, LLC (CRD# 282690) is a financial advisory firm headquartered in Richmond, VA. They manage $33,505,542 in 241 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $139,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Clearview Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin A. Bostic
CRD#: 4880713
5000 Monument Avenue, Suite 100, Richmond, VA 23230
93
Wealthminder
score

Kevin Bostic (CRD# 4880713) is an Investment Advisor Representative working at Clearview Financial, LLC in Richmond, VA and has over 10 years of experience in the finance industry.

2
Christopher R. Harris
CRD#: 5968328
5000 Monument Avenue, Suite 100, Richmond, VA 23230
93
Wealthminder
score

Christopher Harris (CRD# 5968328) is an Investment Advisor Representative working at Clearview Financial, LLC in Richmond, VA and has over 5 years of experience in the finance industry.

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