Debra Rosenthal-Ritter, financial advisor Alvin TX
96 score

Debra Rosenthal-Ritter

CRD Number: 1286796
Current Firm: Capital Asset Advisory Services, LLC

Debra Rosenthal-Ritter (CRD# 1286796) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Alvin, TX and has over 23 years of experience in the finance industry. Debra Rosenthal-Ritter 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.

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Professional Designations
Company Name Location Dates Years
Capital Asset Advisory Services, LLC Haslett, MI Jan 2015 - Current 1
Wfg Investments, Inc. Alvin, TX Jan 2015 - Current 1
Brokers International Financial Services LLC Panora, IA Jun 2011 - Jan 2015 3
H.d. Vest Investment Securities, Inc. Irving, TX May 1993 - Jun 2011 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
Contact Info for Debra A. Rosenthal-Ritter
Phone Number: 517-339-7662
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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