Clearview Financial

Clearview Financial (CRD# 282690) is a financial advisory firm headquartered in Richmond, VA. They manage $76,823,547 in 308 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

5000 Monument Avenue, Suite 100, Richmond, VA 23230

http://www.cviewfinancial.com

By the Numbers

Total Assets Under Management

77

MILLION
Total Number of Accounts

308

ACCOUNTS
Average Account Value

$249,427

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NC, TX, VA

Financial Advisors at Clearview Financial

Showing 1 - 2 of 2 top financial advisors.

Kevin A. Bostic

CRD#: 4880713

5000 Monument Avenue, Suite 100, Richmond, VA 23230

Kevin Bostic (CRD# 4880713) is an Investment Advisor Representative working at Clearview Financial in Richmond, VA and has over 16 years of experience in the finance industry.

Christopher R. Harris

CRD#: 5968328

5000 Monument Avenue, Suite 100, Richmond, VA 23230

Christopher Harris (CRD# 5968328) is an Investment Advisor Representative working at Clearview Financial in Richmond, VA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals